OF
WHR icon

Optimize Financial’s Whirlpool WHR Stock Holding History

Optimize Financial’s Portfolio WHR Stock Details WHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$588K Buy
+10,905
New +$800K 0.29% 74
2025
Q3 		– Sell
-7,703
Closed -$781K – 440
2025
Q2 		$781K Sell
7,703
-54
-0.7% -$4.49K 0.48% 57
2025
Q1 		$699K Buy
7,757
+2,347
+43% +$249K 0.51% 56
2024
Q4 		$619K Buy
+5,410
New +$597K 0.46% 55

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Optimize Financial's WHR Position: Q1 2026 in Review

Optimize Financial opened a new position in Whirlpool (WHR) in Q1 2026: 10,905 shares worth $588K. The stake represents 0.29% of the portfolio and ranks #74 among its holdings. This is a return to the name: Optimize Financial previously reported a position in WHR as recently as Q2 2025.

Optimize Financial first reported a position in WHR in Q4 2024 and has held it in 4 quarters since. The position peaked at $781K in Q2 2025. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Optimize Financial held 10,905 shares of Whirlpool worth $588K as of Q1 2026.
  • Whirlpool was a new Optimize Financial position in Q1 2026.
  • Whirlpool made up 0.29% of Optimize Financial's portfolio in Q1 2026, its #74 holding.
  • Optimize Financial first reported a position in Whirlpool in Q4 2024 and has held it in 4 quarters since.
  • Optimize Financial's Whirlpool position peaked at $781K in Q2 2025.
  • 485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.