Transamerica Financial Advisors’s Whirlpool WHR Stock Holding History

Transamerica Financial Advisors’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	$236	Buy	+6	New	+$281	﹤0.01%	1845
2026 Q1	–	Sell	-5	Closed	-$361	–	2104
2025 Q4	$361	Buy	5 +3	+150%	+$221	﹤0.01%	1425
2025 Q3	$157	Buy	+2	New	+$184	﹤0.01%	1467
2019 Q3	–	Sell	-1	Closed	-$1K	–	526
2019 Q2	$1K	Buy	+1	New	+$134	﹤0.01%	540
2019 Q1	–	Sell	-51	Closed	-$6K	–	462
2018 Q4	$6K	Buy	51 +4	+9%	+$454	﹤0.01%	315
2018 Q3	$6K	Buy	47 +45	+2,250%	+$5.96K	﹤0.01%	334
2018 Q2	$1K	Buy	+2	New	+$304	﹤0.01%	478
2015 Q4	–	Sell	-2,005	Closed	-$296K	–	873
2015 Q3	$296K	Buy	2,005 +5	+0.3%	+$846	0.02%	261
2015 Q2	$347K	Hold	2,000	–	–	0.02%	272
2015 Q1	$405K	Hold	2,000	–	–	0.03%	251
2014 Q4	$388K	Hold	2,000	–	–	0.03%	223
2014 Q3	$292K	Hold	2,000	–	–	0.03%	223
2014 Q2	$279K	Hold	2,000	–	–	0.02%	246
2014 Q1	$299K	Hold	2,000	–	–	0.03%	209
2013 Q4	$314K	Hold	2,000	–	–	0.03%	201
2013 Q3	$293K	Buy	+2,000	New	+$265K	0.04%	196

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

Transamerica Financial Advisors's WHR Position: Q2 2026 in Review

Transamerica Financial Advisors opened a new position in Whirlpool (WHR) in Q2 2026: 6 shares worth $236. The stake represents ﹤0.01% of the portfolio and ranks #1845 among its holdings. This is a return to the name: Transamerica Financial Advisors previously reported a position in WHR as recently as Q4 2025.

Transamerica Financial Advisors first reported a position in WHR in Q3 2013 and has held it in 16 quarters since. The position peaked at $405K in Q1 2015. 456 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

Transamerica Financial Advisors held 6 shares of Whirlpool worth $236 as of Q2 2026.
Whirlpool was a new Transamerica Financial Advisors position in Q2 2026.
Whirlpool made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1845 holding.
Transamerica Financial Advisors first reported a position in Whirlpool in Q3 2013 and has held it in 16 quarters since.
Transamerica Financial Advisors's Whirlpool position peaked at $405K in Q1 2015.
456 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.