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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
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
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

Swan Capital's WHR Position: Q1 2026 in Review

Swan Capital increased its Whirlpool (WHR) stake by 1.4% in Q1 2026, buying an estimated $147 and bringing the position to 150 shares worth $8.1K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Swan Capital first reported a position in WHR in Q3 2025 and has held it in 3 quarters since. The position peaked at $11.5K in Q3 2025. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Swan Capital held 150 shares of Whirlpool worth $8.1K as of Q1 2026.
  • Swan Capital bought 2 Whirlpool shares in Q1 2026, an estimated $147.
  • Whirlpool made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #218 holding.
  • Swan Capital first reported a position in Whirlpool in Q3 2025 and has held it in 3 quarters since.
  • Swan Capital's Whirlpool position peaked at $11.5K in Q3 2025.
  • 485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.