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Pacific Capital Wealth Advisors’s Whirlpool WHR Stock Holding History

Pacific Capital Wealth Advisors’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
Q2 		$394K Buy
+10,000
New +$468K 0.06% 63

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pacific Capital Wealth Advisors's WHR Position: Q2 2026 in Review

Pacific Capital Wealth Advisors opened a new position in Whirlpool (WHR) in Q2 2026: 10,000 shares worth $394K. The stake represents 0.06% of the portfolio and ranks #63 among its holdings.

457 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Pacific Capital Wealth Advisors held 10,000 shares of Whirlpool worth $394K as of Q2 2026.
  • Whirlpool was a new Pacific Capital Wealth Advisors position in Q2 2026.
  • Whirlpool made up 0.06% of Pacific Capital Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • 457 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.