Strategic Wealth Partners’s Whirlpool WHR Stock Holding History

Strategic Wealth Partners’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	$19K	Buy	353 +150	+74%	+$11K	﹤0.01%	719
2025 Q4	$14.6K	Hold	203	–	–	﹤0.01%	778
2025 Q3	$16K	Hold	203	–	–	﹤0.01%	792
2025 Q2	$20.6K	Buy	+203	New	+$16.9K	﹤0.01%	647
2019 Q4	–	Sell	-6	Closed	–	–	512
2019 Q3	$0	Sell	6 -6	-50%	-$861	﹤0.01%	776
2019 Q2	$1K	Sell	12 -25	-68%	-$3.35K	﹤0.01%	722
2019 Q1	$5K	Hold	37	–	–	﹤0.01%	643
2018 Q4	$5K	Hold	37	–	–	﹤0.01%	565
2018 Q3	$4K	Hold	37	–	–	﹤0.01%	580
2018 Q2	$5K	Sell	37 -5,478	-99%	-$832K	﹤0.01%	640
2018 Q1	$844K	Buy	5,515 +858	+18%	+$143K	0.44%	81
2017 Q4	$758K	Buy	+4,657	New	+$789K	0.42%	88

Other funds holding WHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Strategic Wealth Partners's WHR Position: Q1 2026 in Review

Strategic Wealth Partners increased its Whirlpool (WHR) stake by 74% in Q1 2026, buying an estimated $11K and bringing the position to 353 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #719.

Strategic Wealth Partners first reported a position in WHR in Q4 2017 and has held it in 12 quarters since. The position peaked at $844K in Q1 2018. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

Strategic Wealth Partners held 353 shares of Whirlpool worth $19K as of Q1 2026.
Strategic Wealth Partners bought 150 Whirlpool shares in Q1 2026, an estimated $11K.
Whirlpool made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #719 holding.
Strategic Wealth Partners first reported a position in Whirlpool in Q4 2017 and has held it in 12 quarters since.
Strategic Wealth Partners's Whirlpool position peaked at $844K in Q1 2018.
485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.