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WFA of San Diego’s Whirlpool WHR Stock Holding History

WFA of San Diego’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
-100
Closed -$5.39K – 381
2026
Q1 		$5.39K Hold
100
– – ﹤0.01% 322
2025
Q4 		$7.21K Hold
100
– – 0.01% 328
2025
Q3 		$7.86K Hold
100
– – 0.01% 336
2025
Q2 		$10.1K Buy
+100
New +$8.32K 0.01% 322
2024
Q3 		$10.7K Hold
100
– – 0.01% 280
2024
Q2 		$10.2K Buy
+100
New +$9.74K 0.01% 280
2023
Q3 		$13.4K Hold
100
– – 0.01% 262
2023
Q2 		$14.9K Buy
+100
New +$13.7K 0.01% 259
2023
Q1 		– Sell
-100
Closed -$14.1K – 436
2022
Q4 		$14.1K Buy
+100
New +$14.2K 0.01% 327
2022
Q3 		– Sell
-100
Closed -$15K – 402
2022
Q2 		$15K Buy
+100
New +$17.4K 0.01% 246

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 $3.38T AUM 44.17% 1-Year Est. Return

WFA of San Diego's WHR Position: Q2 2026 in Review

WFA of San Diego sold out of Whirlpool (WHR) in Q2 2026, closing a stake of 100 shares — an estimated $5.39K sold.

WFA of San Diego first reported a position in WHR in Q2 2022 and held it in 10 quarters. The position peaked at $15K in Q2 2022. 462 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • WFA of San Diego reported no remaining Whirlpool position as of Q2 2026 after selling out during the quarter.
  • WFA of San Diego sold 100 Whirlpool shares in Q2 2026, an estimated $5.39K.
  • WFA of San Diego first reported a position in Whirlpool in Q2 2022 and held it in 10 quarters.
  • WFA of San Diego's Whirlpool position peaked at $15K in Q2 2022.
  • 462 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.