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SageView Advisory Group’s Whirlpool WHR Stock Holding History

SageView Advisory Group’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 		– Sell
-171
Closed -$12.3K – 2427
2025
Q4 		$12.3K Buy
+171
New +$12.6K ﹤0.01% 1639
2024
Q1 		– Sell
-2,772
Closed -$305K – 832
2023
Q4 		$305K Buy
2,772
+457
+20% +$53.2K 0.01% 506
2023
Q3 		$310K Buy
2,315
+25
+1% +$3.53K 0.02% 417
2023
Q2 		$341K Buy
+2,290
New +$315K 0.02% 424

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

SageView Advisory Group's WHR Position: Q1 2026 in Review

SageView Advisory Group sold out of Whirlpool (WHR) in Q1 2026, closing a stake of 171 shares — an estimated $12.3K sold.

SageView Advisory Group first reported a position in WHR in Q2 2023 and held it in 4 quarters. The position peaked at $341K in Q2 2023. 490 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • SageView Advisory Group reported no remaining Whirlpool position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 171 Whirlpool shares in Q1 2026, an estimated $12.3K.
  • SageView Advisory Group first reported a position in Whirlpool in Q2 2023 and held it in 4 quarters.
  • SageView Advisory Group's Whirlpool position peaked at $341K in Q2 2023.
  • 490 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.