Root Financial Partners
WHR icon

Root Financial Partners’s Whirlpool WHR Stock Holding History

Root Financial Partners’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
Q3 		$32.6K Buy
+1,062
New +$40.3K ﹤0.01% 1298
2026
Q2 		– Sell
-123
Closed -$6.63K – 3168
2026
Q1 		$6.63K Buy
123
+63
+105% +$4.62K ﹤0.01% 1840
2025
Q4 		$4.33K Sell
60
-52
-46% -$3.84K ﹤0.01% 1806
2025
Q3 		$8.8K Buy
+112
New +$10.3K ﹤0.01% 1503

Other funds holding WHR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Root Financial Partners's WHR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Whirlpool (WHR) in Q3 2026: 1,062 shares worth $32.6K. The stake represents ﹤0.01% of the portfolio and ranks #1298 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in WHR as recently as Q1 2026.

Root Financial Partners first reported a position in WHR in Q3 2025 and has held it in 4 quarters since. 337 funds tracked by Wall St. Rank hold WHR as of Q3 2026.

  • Root Financial Partners held 1,062 shares of Whirlpool worth $32.6K as of Q3 2026.
  • Whirlpool was a new Root Financial Partners position in Q3 2026.
  • Whirlpool made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1298 holding.
  • Root Financial Partners first reported a position in Whirlpool in Q3 2025 and has held it in 4 quarters since.
  • 337 funds tracked by Wall St. Rank held Whirlpool as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.