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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
Q2 		– Sell
-5,119
Closed -$276K – 606
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Waterloo Capital's WHR Position: Q2 2026 in Review

Waterloo Capital sold out of Whirlpool (WHR) in Q2 2026, closing a stake of 5,119 shares — an estimated $276K sold.

Waterloo Capital first reported a position in WHR in Q4 2023 and held it in 10 quarters. The position peaked at $2.3M in Q1 2024. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Waterloo Capital reported no remaining Whirlpool position as of Q2 2026 after selling out during the quarter.
  • Waterloo Capital sold 5,119 Whirlpool shares in Q2 2026, an estimated $276K.
  • Waterloo Capital first reported a position in Whirlpool in Q4 2023 and held it in 10 quarters.
  • Waterloo Capital's Whirlpool position peaked at $2.3M in Q1 2024.
  • 459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.