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Sequoia Financial Advisors’s Whirlpool WHR Stock Holding History

Sequoia Financial Advisors’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 		$342K Buy
+8,672
New +$406K ﹤0.01% 1579
2024
Q1 		– Sell
-1,780
Closed -$217K – 1299
2023
Q4 		$217K Buy
+1,780
New +$207K ﹤0.01% 1080

Other funds holding WHR

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
WC
Westhampton Capital Winston-Salem, North Carolina $241M AUM 38.64% 1-Year Est. Return

Sequoia Financial Advisors's WHR Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in Whirlpool (WHR) in Q2 2026: 8,672 shares worth $342K. The stake represents ﹤0.01% of the portfolio and ranks #1579 among its holdings. This is a return to the name: Sequoia Financial Advisors previously reported a position in WHR as recently as Q4 2023.

Sequoia Financial Advisors first reported a position in WHR in Q4 2023 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Sequoia Financial Advisors held 8,672 shares of Whirlpool worth $342K as of Q2 2026.
  • Whirlpool was a new Sequoia Financial Advisors position in Q2 2026.
  • Whirlpool made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1579 holding.
  • Sequoia Financial Advisors first reported a position in Whirlpool in Q4 2023 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.