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Sage Investment Counsel’s Whirlpool WHR Stock Holding History

Sage Investment Counsel’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
-10,172
Closed -$548K – 137
2026
Q1 		$548K Buy
10,172
+7,377
+264% +$541K 0.61% 47
2025
Q4 		$202K Buy
+2,795
New +$206K 0.22% 108

Other funds holding WHR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
QAM
QSM Asset Management London, United Kingdom $193M AUM 47.49% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Sage Investment Counsel's WHR Position: Q2 2026 in Review

Sage Investment Counsel sold out of Whirlpool (WHR) in Q2 2026, closing a stake of 10,172 shares — an estimated $548K sold.

Sage Investment Counsel first reported a position in WHR in Q4 2025 and held it in 2 quarters. The position peaked at $548K in Q1 2026. 167 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Sage Investment Counsel reported no remaining Whirlpool position as of Q2 2026 after selling out during the quarter.
  • Sage Investment Counsel sold 10,172 Whirlpool shares in Q2 2026, an estimated $548K.
  • Sage Investment Counsel first reported a position in Whirlpool in Q4 2025 and held it in 2 quarters.
  • Sage Investment Counsel's Whirlpool position peaked at $548K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.