Steward Partners Investment Advisory’s Whirlpool WHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $127K | Sell |
2,353
-750
| -24% | -$55K | ﹤0.01% | 2249 |
|
|
2025
Q4 | $224K | Buy |
3,103
+2,884
| +1,317% | +$213K | ﹤0.01% | 1876 |
|
|
2025
Q3 | $17.2K | Sell |
219
-636
| -74% | -$58.4K | ﹤0.01% | 3157 |
|
|
2025
Q2 | $86.7K | Sell |
855
-1,302
| -60% | -$108K | ﹤0.01% | 2201 |
|
|
2025
Q1 | $194K | Sell |
2,157
-2,648
| -55% | -$281K | ﹤0.01% | 1663 |
|
|
2024
Q4 | $550K | Buy |
4,805
+4,432
| +1,188% | +$489K | ﹤0.01% | 1112 |
|
|
2024
Q3 | $39.9K | Buy |
373
+119
| +47% | +$12K | ﹤0.01% | 2347 |
|
|
2024
Q2 | $26K | Sell |
254
-140
| -36% | -$13.6K | ﹤0.01% | 2410 |
|
|
2024
Q1 | $47.1K | Sell |
394
-2,952
| -88% | -$329K | ﹤0.01% | 2149 |
|
|
2023
Q4 | $407K | Sell |
3,346
-118
| -3% | -$13.7K | 0.01% | 1089 |
|
|
2023
Q3 | $463K | Buy |
3,464
+94
| +3% | +$13.3K | 0.01% | 946 |
|
|
2023
Q2 | $501K | Sell |
3,370
-952
| -22% | -$131K | 0.01% | 934 |
|
|
2023
Q1 | $571K | Sell |
4,322
-127
| -3% | -$18.1K | 0.01% | 877 |
|
|
2022
Q4 | $629K | Sell |
4,449
-1,244
| -22% | -$177K | 0.01% | 812 |
|
|
2022
Q3 | $767K | Buy |
5,693
+279
| +5% | +$44.4K | 0.01% | 718 |
|
|
2022
Q2 | $838K | Sell |
5,414
-542
| -9% | -$94.2K | 0.02% | 689 |
|
|
2022
Q1 | $1.03M | Sell |
5,956
-727
| -11% | -$147K | 0.02% | 679 |
|
|
2021
Q4 | $1.57M | Sell |
6,683
-107
| -2% | -$23.5K | 0.02% | 563 |
|
|
2021
Q3 | $1.38M | Sell |
6,790
-86
| -1% | -$18.9K | 0.02% | 551 |
|
|
2021
Q2 | $1.5M | Sell |
6,876
-754
| -10% | -$176K | 0.03% | 532 |
|
|
2021
Q1 | $1.68M | Buy |
7,630
+14
| +0.2% | +$2.78K | 0.03% | 483 |
|
|
2020
Q4 | $1.38M | Buy |
7,616
+7,306
| +2,357% | +$1.4M | 0.03% | 459 |
|
|
2020
Q3 | $57K | Sell |
310
-3,785
| -92% | -$629K | ﹤0.01% | 1450 |
|
|
2020
Q2 | $530K | Buy |
4,095
+3,900
| +2,000% | +$446K | 0.02% | 610 |
|
|
2020
Q1 | $16K | Hold |
195
| – | – | ﹤0.01% | 1699 |
|
|
2019
Q4 | $28K | Sell |
195
-80
| -29% | -$12.1K | ﹤0.01% | 1654 |
|
|
2019
Q3 | $43K | Sell |
275
-126
| -31% | -$18.1K | ﹤0.01% | 1420 |
|
|
2019
Q2 | $57K | Buy |
+401
| New | +$53.8K | ﹤0.01% | 1293 |
|
|
2018
Q4 | – | Sell |
-320
| Closed | -$38K | – | 2160 |
|
|
2018
Q3 | $38K | Sell |
320
-49
| -13% | -$6.5K | ﹤0.01% | 1308 |
|
|
2018
Q2 | $54K | Buy |
369
+138
| +60% | +$21K | ﹤0.01% | 1075 |
|
|
2018
Q1 | $35K | Buy |
231
+130
| +129% | +$21.7K | ﹤0.01% | 1127 |
|
|
2017
Q4 | $17K | Sell |
101
-12
| -11% | -$2.03K | ﹤0.01% | 1193 |
|
|
2017
Q3 | $20K | Hold |
113
| – | – | ﹤0.01% | 942 |
|
|
2017
Q2 | $21K | Sell |
113
-11
| -9% | -$2.01K | ﹤0.01% | 856 |
|
|
2017
Q1 | $21K | Buy |
+124
| New | +$22K | ﹤0.01% | 750 |
|
Other funds holding WHR
VPM
VCM
RI
AL
Steward Partners Investment Advisory's WHR Position: Q1 2026 in Review
Steward Partners Investment Advisory reduced its Whirlpool (WHR) stake by 24% in Q1 2026, selling an estimated $55K and leaving 2,353 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #2249.
Steward Partners Investment Advisory first reported a position in WHR in Q1 2017 and has held it in 35 quarters since. The position peaked at $1.68M in Q1 2021. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.
- Steward Partners Investment Advisory held 2,353 shares of Whirlpool worth $127K as of Q1 2026.
- Steward Partners Investment Advisory sold 750 Whirlpool shares in Q1 2026, an estimated $55K.
- Whirlpool made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2249 holding.
- Steward Partners Investment Advisory first reported a position in Whirlpool in Q1 2017 and has held it in 35 quarters since.
- Steward Partners Investment Advisory's Whirlpool position peaked at $1.68M in Q1 2021.
- 485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.