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Rothschild Investment LLC’s Whirlpool WHR Stock Holding History

Rothschild Investment LLC’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 		$193K Buy
4,895
+3,513
+254% +$165K 0.01% 868
2026
Q1 		$74.5K Buy
1,382
+758
+121% +$55.6K ﹤0.01% 1000
2025
Q4 		$45K Sell
624
-33
-5% -$2.44K ﹤0.01% 1061
2025
Q3 		$51.6K Sell
657
-60
-8% -$5.51K ﹤0.01% 977
2025
Q2 		$72.7K Buy
717
+5
+0.7% +$416 ﹤0.01% 703
2025
Q1 		$64.2K Sell
712
-202
-22% -$21.4K ﹤0.01% 711
2024
Q4 		$105K Hold
914
– – 0.01% 630
2024
Q3 		$97.8K Sell
914
-100
-10% -$10.1K 0.01% 653
2024
Q2 		$104K Sell
1,014
-143
-12% -$13.9K 0.01% 615
2024
Q1 		$138K Buy
1,157
+265
+30% +$29.5K 0.01% 533
2023
Q4 		$109K Buy
+892
New +$104K 0.01% 515
2023
Q3 		– Sell
-2,367
Closed -$352K – 498
2023
Q2 		$352K Sell
2,367
-2,750
-54% -$378K 0.03% 355
2023
Q1 		$676K Buy
5,117
+2,025
+65% +$288K 0.06% 261
2022
Q4 		$437K Sell
3,092
-250
-7% -$35.5K 0.04% 311
2022
Q3 		$451K Sell
3,342
-31
-0.9% -$4.93K 0.04% 293
2022
Q2 		$522K Sell
3,373
-335
-9% -$58.3K 0.05% 287
2022
Q1 		$641K Buy
3,708
+150
+4% +$30.4K 0.05% 284
2021
Q4 		$835K Buy
3,558
+610
+21% +$134K 0.06% 249
2021
Q3 		$601K Buy
+2,948
New +$647K 0.05% 280
2018
Q1 		– Sell
-6,848
Closed -$1.16M – 411
2017
Q4 		$1.16M Sell
6,848
-50
-0.7% -$8.47K 0.13% 185
2017
Q3 		$1.27M Buy
6,898
+635
+10% +$114K 0.14% 166
2017
Q2 		$1.2M Hold
6,263
– – 0.14% 182
2017
Q1 		$1.07M Buy
+6,263
New +$1.11M 0.12% 192

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Rothschild Investment LLC's WHR Position: Q2 2026 in Review

Rothschild Investment LLC increased its Whirlpool (WHR) stake by 254% in Q2 2026, buying an estimated $165K and bringing the position to 4,895 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #868.

Rothschild Investment LLC first reported a position in WHR in Q1 2017 and has held it in 23 quarters since. The position peaked at $1.27M in Q3 2017. 218 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Rothschild Investment LLC held 4,895 shares of Whirlpool worth $193K as of Q2 2026.
  • Rothschild Investment LLC bought 3,513 Whirlpool shares in Q2 2026, an estimated $165K.
  • Whirlpool made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #868 holding.
  • Rothschild Investment LLC first reported a position in Whirlpool in Q1 2017 and has held it in 23 quarters since.
  • Rothschild Investment LLC's Whirlpool position peaked at $1.27M in Q3 2017.
  • 218 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.