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Steel Grove Capital Advisors’s Whirlpool WHR Stock Holding History

Steel Grove Capital 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 		$1.21M Buy
30,626
+9,418
+44% +$441K 0.11% 101
2026
Q1 		$1.14M Buy
21,208
+17,862
+534% +$1.31M 0.12% 99
2025
Q4 		$241K Sell
3,346
-16,070
-83% -$1.19M 0.03% 175
2025
Q3 		$1.97M Hold
19,416
– – 0.23% 52
2025
Q2 		$1.97M Buy
19,416
+4,259
+28% +$354K 0.23% 52
2025
Q1 		$1.37M Buy
15,157
+74
+0.5% +$7.85K 0.21% 74
2024
Q4 		$1.73M Sell
15,083
-593
-4% -$65.4K 0.24% 56
2024
Q3 		$1.69M Buy
15,676
+234
+2% +$23.5K 0.24% 64
2024
Q2 		$1.58M Buy
+15,442
New +$1.5M 0.22% 68
2021
Q2 		– Sell
-6,483
Closed -$1.43M – 147
2021
Q1 		$1.43M Sell
6,483
-449
-6% -$89.1K 0.47% 51
2020
Q4 		$1.25M Sell
6,932
-1,496
-18% -$287K 0.41% 54
2020
Q3 		$1.55M Sell
8,428
-3,238
-28% -$538K 0.63% 26
2020
Q2 		$1.51M Sell
11,666
-1,530
-12% -$175K 0.68% 20
2020
Q1 		$1.13M Buy
+13,196
New +$1.73M 0.74% 47

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Steel Grove Capital Advisors's WHR Position: Q2 2026 in Review

Steel Grove Capital Advisors increased its Whirlpool (WHR) stake by 44% in Q2 2026, buying an estimated $441K and bringing the position to 30,626 shares worth $1.21M. The position accounts for 0.11% of the portfolio, ranked #101.

Steel Grove Capital Advisors first reported a position in WHR in Q1 2020 and has held it in 14 quarters since. The position peaked at $1.97M in Q3 2025. 461 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Steel Grove Capital Advisors held 30,626 shares of Whirlpool worth $1.21M as of Q2 2026.
  • Steel Grove Capital Advisors bought 9,418 Whirlpool shares in Q2 2026, an estimated $441K.
  • Whirlpool made up 0.11% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #101 holding.
  • Steel Grove Capital Advisors first reported a position in Whirlpool in Q1 2020 and has held it in 14 quarters since.
  • Steel Grove Capital Advisors's Whirlpool position peaked at $1.97M in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.