Vontobel Holding
WHR icon

Vontobel Holding’s Whirlpool WHR Stock Holding History

Vontobel Holding’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
Q3 		$256K Sell
8,347
-204
-2% -$7.74K ﹤0.01% 1303
2026
Q2 		$337K Buy
8,551
+3,785
+79% +$177K ﹤0.01% 1197
2026
Q1 		$257K Buy
+4,766
New +$350K ﹤0.01% 1041
2023
Q4 		– Sell
-3,345
Closed -$447K – 1172
2023
Q3 		$447K Hold
3,345
– – ﹤0.01% 803
2023
Q2 		$498K Sell
3,345
-1,241
-27% -$170K ﹤0.01% 796
2023
Q1 		$605K Buy
4,586
+654
+17% +$93.1K 0.01% 733
2022
Q4 		$544K Buy
3,932
+952
+32% +$135K 0.01% 733
2022
Q3 		$409K Buy
+2,980
New +$474K ﹤0.01% 774
2022
Q2 		– Sell
-1,339
Closed -$242K – 1132
2022
Q1 		$242K Sell
1,339
-2,399
-64% -$486K ﹤0.01% 960
2021
Q4 		$870K Buy
3,738
+1,947
+109% +$428K 0.01% 670
2021
Q3 		$365K Sell
1,791
-436
-20% -$95.6K ﹤0.01% 891
2021
Q2 		$485K Buy
2,227
+700
+46% +$163K ﹤0.01% 768
2021
Q1 		$337K Buy
1,527
+101
+7% +$20K ﹤0.01% 765
2020
Q4 		$286K Buy
+1,426
New +$273K ﹤0.01% 815

Other funds holding WHR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nykredit A/S
Nykredit A/S Nordhavn, Denmark $27.5B AUM
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vontobel Holding's WHR Position: Q3 2026 in Review

Vontobel Holding reduced its Whirlpool (WHR) stake by 2.4% in Q3 2026, selling an estimated $7.74K and leaving 8,347 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Vontobel Holding first reported a position in WHR in Q4 2020 and has held it in 14 quarters since. The position peaked at $870K in Q4 2021. 240 funds tracked by Wall St. Rank hold WHR as of Q3 2026.

  • Vontobel Holding held 8,347 shares of Whirlpool worth $256K as of Q3 2026.
  • Vontobel Holding sold 204 Whirlpool shares in Q3 2026, an estimated $7.74K.
  • Whirlpool made up ﹤0.01% of Vontobel Holding's portfolio in Q3 2026, its #1303 holding.
  • Vontobel Holding first reported a position in Whirlpool in Q4 2020 and has held it in 14 quarters since.
  • Vontobel Holding's Whirlpool position peaked at $870K in Q4 2021.
  • 240 funds tracked by Wall St. Rank held Whirlpool as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.