West Financial Advisors’s Whirlpool WHR Stock Holding History

West 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	$395	Hold	10	–	–	﹤0.01%	216
2026 Q1	$540	Hold	10	–	–	﹤0.01%	181
2025 Q4	$722	Hold	10	–	–	﹤0.01%	223
2025 Q3	$786	Hold	10	–	–	﹤0.01%	180
2025 Q2	$1.01K	Hold	10	–	–	﹤0.01%	189
2025 Q1	$902	Hold	10	–	–	﹤0.01%	191
2024 Q4	$1.15K	Hold	10	–	–	﹤0.01%	182
2024 Q3	$1.07K	Hold	10	–	–	﹤0.01%	173
2024 Q2	$1.02K	Hold	10	–	–	﹤0.01%	148
2024 Q1	$1.2K	Hold	10	–	–	﹤0.01%	143
2023 Q4	$1.22K	Hold	10	–	–	﹤0.01%	145
2023 Q3	$1.34K	Hold	10	–	–	﹤0.01%	181
2023 Q2	$1.49K	Hold	10	–	–	﹤0.01%	159
2023 Q1	$1.32K	Hold	10	–	–	﹤0.01%	142
2022 Q4	$1.42K	Hold	10	–	–	﹤0.01%	138
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	177
2022 Q2	$2K	Hold	10	–	–	﹤0.01%	153
2022 Q1	$2K	Hold	10	–	–	﹤0.01%	180
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	167
2021 Q3	$2K	Hold	10	–	–	﹤0.01%	147
2021 Q2	$2K	Hold	10	–	–	﹤0.01%	142
2021 Q1	$2K	Hold	10	–	–	﹤0.01%	148
2020 Q4	$2K	Buy	+10	New	+$1.92K	﹤0.01%	143

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

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

West Financial Advisors held its Whirlpool (WHR) position steady in Q2 2026 at 10 shares worth $395. The position accounts for ﹤0.01% of the portfolio, ranked #216.

West Financial Advisors first reported a position in WHR in Q4 2020 and has held it in 23 quarters since. The position peaked at $2K in Q2 2022. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

West Financial Advisors held 10 shares of Whirlpool worth $395 as of Q2 2026.
West Financial Advisors left its Whirlpool share count unchanged in Q2 2026.
Whirlpool made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #216 holding.
West Financial Advisors first reported a position in Whirlpool in Q4 2020 and has held it in 23 quarters since.
West Financial Advisors's Whirlpool position peaked at $2K in Q2 2022.
459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.