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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
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 $6.73T 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

Root Financial Partners's WHR Position: Q2 2026 in Review

Root Financial Partners sold out of Whirlpool (WHR) in Q2 2026, closing a stake of 123 shares — an estimated $6.63K sold.

Root Financial Partners first reported a position in WHR in Q3 2025 and held it in 3 quarters. The position peaked at $8.8K in Q3 2025. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Root Financial Partners reported no remaining Whirlpool position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 123 Whirlpool shares in Q2 2026, an estimated $6.63K.
  • Root Financial Partners first reported a position in Whirlpool in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Whirlpool position peaked at $8.8K in Q3 2025.
  • 459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.