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Stephens Inc’s Whirlpool WHR Stock Holding History

Stephens Inc’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 		$439K Buy
8,134
+890
+12% +$65.3K 0.01% 894
2025
Q4 		$537K Sell
7,244
-938
-11% -$69.3K 0.01% 822
2025
Q3 		$659K Buy
8,182
+39
+0.5% +$3.58K 0.01% 768
2025
Q2 		$826K Buy
8,143
+1,885
+30% +$157K 0.01% 678
2025
Q1 		$564K Buy
+6,258
New +$664K 0.01% 773
2024
Q4 		– Sell
-1,938
Closed -$207K – 1348
2024
Q3 		$207K Buy
+1,938
New +$195K ﹤0.01% 1181
2024
Q2 		– Sell
-1,722
Closed -$206K – 1359
2024
Q1 		$206K Sell
1,722
-552
-24% -$61.5K ﹤0.01% 1152
2023
Q4 		$277K Buy
2,274
+713
+46% +$83.1K ﹤0.01% 963
2023
Q3 		$209K Sell
1,561
-660
-30% -$93.2K ﹤0.01% 1020
2023
Q2 		$330K Buy
2,221
+265
+14% +$36.4K 0.01% 885
2023
Q1 		$258K Buy
1,956
+115
+6% +$16.4K 0.01% 938
2022
Q4 		$260K Sell
1,841
-47
-2% -$6.68K 0.01% 904
2022
Q3 		$255K Buy
1,888
+157
+9% +$25K 0.01% 946
2022
Q2 		$268K Sell
1,731
-6,810
-80% -$1.18M 0.01% 964
2022
Q1 		$1.48M Sell
8,541
-18,272
-68% -$3.7M 0.02% 489
2021
Q4 		$6.29M Sell
26,813
-7,571
-22% -$1.66M 0.1% 231
2021
Q3 		$7.01M Buy
34,384
+3,185
+10% +$698K 0.11% 200
2021
Q2 		$6.8M Buy
31,199
+1,231
+4% +$287K 0.1% 216
2021
Q1 		$6.6M Buy
29,968
+22,796
+318% +$4.52M 0.11% 195
2020
Q4 		$1.29M Sell
7,172
-2,402
-25% -$460K 0.02% 533
2020
Q3 		$1.76M Sell
9,574
-3,485
-27% -$579K 0.03% 412
2020
Q2 		$1.69M Buy
13,059
+2,509
+24% +$287K 0.04% 402
2020
Q1 		$905K Sell
10,550
-1,567
-13% -$206K 0.02% 498
2019
Q4 		$1.79M Sell
12,117
-840
-6% -$127K 0.04% 426
2019
Q3 		$2.05M Buy
12,957
+153
+1% +$22K 0.05% 383
2019
Q2 		$1.82M Buy
12,804
+2,846
+29% +$382K 0.04% 421
2019
Q1 		$1.32M Buy
9,958
+6,038
+154% +$797K 0.03% 500
2018
Q4 		$419K Buy
3,920
+975
+33% +$111K 0.01% 748
2018
Q3 		$350K Buy
2,945
+341
+13% +$45.2K 0.01% 890
2018
Q2 		$381K Sell
2,604
-27
-1% -$4.1K 0.01% 669
2018
Q1 		$403K Sell
2,631
-6,001
-70% -$1M 0.02% 528
2017
Q4 		$1.46M Buy
8,632
+735
+9% +$125K 0.05% 322
2017
Q3 		$1.46M Buy
7,897
+6
+0.1% +$1.07K 0.05% 317
2017
Q2 		$1.51M Buy
+7,891
New +$1.44M 0.05% 349
2015
Q1 		– Sell
-5,285
Closed -$1.02M – 859
2014
Q4 		$1.02M Buy
5,285
+671
+15% +$115K 0.05% 335
2014
Q3 		$672K Buy
4,614
+467
+11% +$69K 0.03% 424
2014
Q2 		$577K Buy
+4,147
New +$609K 0.03% 462

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Stephens Inc's WHR Position: Q1 2026 in Review

Stephens Inc increased its Whirlpool (WHR) stake by 12% in Q1 2026, buying an estimated $65.3K and bringing the position to 8,134 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #894.

Stephens Inc first reported a position in WHR in Q2 2014 and has held it in 37 quarters since. The position peaked at $7.01M in Q3 2021. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Stephens Inc held 8,134 shares of Whirlpool worth $439K as of Q1 2026.
  • Stephens Inc bought 890 Whirlpool shares in Q1 2026, an estimated $65.3K.
  • Whirlpool made up 0.01% of Stephens Inc's portfolio in Q1 2026, its #894 holding.
  • Stephens Inc first reported a position in Whirlpool in Q2 2014 and has held it in 37 quarters since.
  • Stephens Inc's Whirlpool position peaked at $7.01M in Q3 2021.
  • 485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.