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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
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 $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

Root Financial Partners's WHR Position: Q1 2026 in Review

Root Financial Partners increased its Whirlpool (WHR) stake by 105% in Q1 2026, buying an estimated $4.62K and bringing the position to 123 shares worth $6.63K. The position accounts for ﹤0.01% of the portfolio, ranked #1840.

Root Financial Partners first reported a position in WHR in Q3 2025 and has held it in 3 quarters since. The position peaked at $8.8K in Q3 2025. 486 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Root Financial Partners held 123 shares of Whirlpool worth $6.63K as of Q1 2026.
  • Root Financial Partners bought 63 Whirlpool shares in Q1 2026, an estimated $4.62K.
  • Whirlpool made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1840 holding.
  • Root Financial Partners first reported a position in Whirlpool in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Whirlpool position peaked at $8.8K in Q3 2025.
  • 486 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.