Waterloo Capital’s Whirlpool WHR Stock Holding History

Waterloo 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	$276K	Buy	5,119 +496	+11%	+$36.4K	0.02%	411
2025 Q4	$333K	Sell	4,623 -492	-10%	-$36.3K	0.02%	362
2025 Q3	$402K	Sell	5,115 -72	-1%	-$6.61K	0.03%	321
2025 Q2	$526K	Buy	5,187 +1,715	+49%	+$143K	0.04%	263
2025 Q1	$313K	Sell	3,472 -1,162	-25%	-$123K	0.03%	312
2024 Q4	$531K	Sell	4,634 -165	-3%	-$18.2K	0.06%	223
2024 Q3	$513K	Sell	4,799 -16,088	-77%	-$1.62M	0.06%	230
2024 Q2	$2.13M	Buy	20,887 +1,683	+9%	+$164K	0.26%	96
2024 Q1	$2.3M	Buy	19,204 +3,927	+26%	+$438K	0.29%	84
2023 Q4	$1.86M	Buy	+15,277	New	+$1.78M	0.3%	84

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

Waterloo Capital's WHR Position: Q1 2026 in Review

Waterloo Capital increased its Whirlpool (WHR) stake by 11% in Q1 2026, buying an estimated $36.4K and bringing the position to 5,119 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #411.

Waterloo Capital first reported a position in WHR in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.3M in Q1 2024. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

Waterloo Capital held 5,119 shares of Whirlpool worth $276K as of Q1 2026.
Waterloo Capital bought 496 Whirlpool shares in Q1 2026, an estimated $36.4K.
Whirlpool made up 0.02% of Waterloo Capital's portfolio in Q1 2026, its #411 holding.
Waterloo Capital first reported a position in Whirlpool in Q4 2023 and has held it in 10 quarters since.
Waterloo Capital's Whirlpool position peaked at $2.3M in Q1 2024.
485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.