UBS AM’s Whirlpool WHR Stock Holding History

UBS AM’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	$9.89M	Buy	183,388 +9,606	+6%	+$705K	﹤0.01%	1192
2025 Q4	$12.5M	Sell	173,782 -1,004	-0.6%	-$74.1K	﹤0.01%	1034
2025 Q3	$13.7M	Sell	174,786 -98,358	-36%	-$9.03M	﹤0.01%	965
2025 Q2	$27.7M	Buy	273,144 +58,226	+27%	+$4.84M	0.01%	913
2025 Q1	$19.4M	Buy	214,918 +27,995	+15%	+$2.97M	0.01%	982
2024 Q4	$21.4M	Buy	186,923 +22,171	+13%	+$2.45M	0.01%	918
2024 Q3	$17.6M	Sell	164,752 -5,059	-3%	-$509K	﹤0.01%	993
2024 Q2	$17.4M	Buy	169,811 +52,451	+45%	+$5.11M	0.01%	916
2024 Q1	$14M	Sell	117,360 -28,540	-20%	-$3.18M	0.01%	900
2023 Q4	$17.8M	Sell	145,900 -66,078	-31%	-$7.7M	0.01%	797
2023 Q3	$28.3M	Sell	211,978 -9,093	-4%	-$1.28M	0.01%	688
2023 Q2	$29.2M	Hold	221,071	–	–	0.01%	687
2023 Q1	$29.2M	Sell	221,071 -2,404	-1%	-$342K	0.01%	687
2022 Q4	$31.6M	Sell	223,475 -3,482	-2%	-$495K	0.02%	654
2022 Q3	$30.6M	Sell	226,957 -27,888	-11%	-$4.44M	0.02%	663
2022 Q2	$39.5M	Sell	254,845 -13,535	-5%	-$2.35M	0.02%	594
2022 Q1	$46.4M	Buy	268,380 +1,104	+0.4%	+$224K	0.02%	631
2021 Q4	$62.7M	Sell	267,276 -38,329	-13%	-$8.42M	0.02%	605
2021 Q3	$62.3M	Sell	305,605 -19,651	-6%	-$4.31M	0.03%	571
2021 Q2	$70.9M	Sell	325,256 -2,877	-0.9%	-$670K	0.03%	543
2021 Q1	$72.3M	Buy	328,133 +9,559	+3%	+$1.9M	0.03%	516
2020 Q4	$57.5M	Buy	318,574 +47,404	+17%	+$9.08M	0.03%	563
2020 Q3	$49.9M	Buy	271,170 +35,869	+15%	+$5.96M	0.03%	532
2020 Q2	$30.5M	Sell	235,301 -27,120	-10%	-$3.1M	0.02%	617
2020 Q1	$22.5M	Buy	262,421 +24,584	+10%	+$3.23M	0.02%	644
2019 Q4	$35.1M	Buy	237,837 +16,687	+8%	+$2.52M	0.02%	625
2019 Q3	$35M	Sell	221,150 -12,054	-5%	-$1.73M	0.02%	617
2019 Q2	$33.2M	Sell	233,204 -12,714	-5%	-$1.7M	0.02%	636
2019 Q1	$32.7M	Buy	245,918 +2,187	+0.9%	+$289K	0.02%	615
2018 Q4	$26M	Buy	243,731 +1,019	+0.4%	+$116K	0.02%	642
2018 Q3	$28.8M	Sell	242,712 -8,987	-4%	-$1.19M	0.02%	658
2018 Q2	$36.8M	Sell	251,699 -23,435	-9%	-$3.56M	0.03%	604
2018 Q1	$42.1M	Buy	275,134 +39,378	+17%	+$6.58M	0.03%	553
2017 Q4	$39.8M	Buy	235,756 +3,944	+2%	+$668K	0.03%	526
2017 Q3	$42.8M	Buy	231,812 +7,442	+3%	+$1.33M	0.04%	479
2017 Q2	$43M	Buy	224,370 +416	+0.2%	+$76.1K	0.04%	466
2017 Q1	$38.4M	Sell	223,954 -13,724	-6%	-$2.44M	0.04%	480
2016 Q4	$43.2M	Sell	237,678 -37,849	-14%	-$6.27M	0.05%	423
2016 Q3	$44.7M	Buy	275,527 +25,298	+10%	+$4.48M	0.05%	410
2016 Q2	$41.7M	Buy	250,229 +2,744	+1%	+$484K	0.05%	404
2016 Q1	$44.6M	Sell	247,485 -24,561	-9%	-$3.66M	0.05%	393
2015 Q4	$40M	Sell	272,046 -14,470	-5%	-$2.24M	0.05%	433
2015 Q3	$42.2M	Sell	286,516 -14,244	-5%	-$2.41M	0.05%	422
2015 Q2	$52M	Buy	300,760 +7,864	+3%	+$1.48M	0.05%	404
2015 Q1	$59.2M	Sell	292,896 -35,650	-11%	-$7.24M	0.06%	374
2014 Q4	$63.7M	Sell	328,546 -37,549	-10%	-$6.45M	0.06%	346
2014 Q3	$53.3M	Sell	366,095 -538,960	-60%	-$79.7M	0.05%	375
2014 Q2	$126M	Sell	905,055 -29,477	-3%	-$4.33M	0.13%	182
2014 Q1	$140M	Buy	934,532 +100,457	+12%	+$14.5M	0.15%	159
2013 Q4	$131M	Sell	834,075 -22,569	-3%	-$3.31M	0.15%	166
2013 Q3	$125M	Buy	856,644 +614,897	+254%	+$81.3M	0.16%	161
2013 Q2	$27.6M	Buy	+241,747	New	+$29.3M	0.04%	481

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

UBS AM's WHR Position: Q1 2026 in Review

UBS AM increased its Whirlpool (WHR) stake by 5.5% in Q1 2026, buying an estimated $705K and bringing the position to 183,388 shares worth $9.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

UBS AM first reported a position in WHR in Q2 2013 and has held it in 52 quarters since. The position peaked at $140M in Q1 2014. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

UBS AM held 183,388 shares of Whirlpool worth $9.89M as of Q1 2026.
UBS AM bought 9,606 Whirlpool shares in Q1 2026, an estimated $705K.
Whirlpool made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1192 holding.
UBS AM first reported a position in Whirlpool in Q2 2013 and has held it in 52 quarters since.
UBS AM's Whirlpool position peaked at $140M in Q1 2014.
485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.