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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

WFA of San Diego's WHR Position: Q1 2026 in Review

WFA of San Diego held its Whirlpool (WHR) position steady in Q1 2026 at 100 shares worth $5.39K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

WFA of San Diego first reported a position in WHR in Q2 2022 and has held it in 10 quarters since. The position peaked at $15K in Q2 2022. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • WFA of San Diego held 100 shares of Whirlpool worth $5.39K as of Q1 2026.
  • WFA of San Diego left its Whirlpool share count unchanged in Q1 2026.
  • Whirlpool made up ﹤0.01% of WFA of San Diego's portfolio in Q1 2026, its #322 holding.
  • WFA of San Diego first reported a position in Whirlpool in Q2 2022 and has held it in 10 quarters since.
  • WFA of San Diego's Whirlpool position peaked at $15K in Q2 2022.
  • 485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.