Swan Capital’s Whirlpool WHR Stock Holding History

Swan Capital’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	–	Sell	-150	Closed	-$8.1K	–	625
2026 Q1	$8.1K	Buy	150 +2	+1%	+$147	﹤0.01%	218
2025 Q4	$10.7K	Buy	148 +2	+1%	+$148	﹤0.01%	169
2025 Q3	$11.5K	Buy	+146	New	+$13.4K	﹤0.01%	150

Other funds holding WHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Swan Capital's WHR Position: Q2 2026 in Review

Swan Capital sold out of Whirlpool (WHR) in Q2 2026, closing a stake of 150 shares — an estimated $8.1K sold.

Swan Capital first reported a position in WHR in Q3 2025 and held it in 3 quarters. The position peaked at $11.5K in Q3 2025. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

Swan Capital reported no remaining Whirlpool position as of Q2 2026 after selling out during the quarter.
Swan Capital sold 150 Whirlpool shares in Q2 2026, an estimated $8.1K.
Swan Capital first reported a position in Whirlpool in Q3 2025 and held it in 3 quarters.
Swan Capital's Whirlpool position peaked at $11.5K in Q3 2025.
459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.