XWM
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Xcel Wealth Management’s Whirlpool WHR Stock Holding History

Xcel Wealth Management’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
-13,646
Closed -$736K – 147
2026
Q1 		$736K Sell
13,646
-15,333
-53% -$1.13M 0.2% 85
2025
Q4 		$2.09M Sell
28,979
-25,479
-47% -$1.88M 0.53% 50
2025
Q3 		$4.28M Sell
54,458
-2,446
-4% -$224K 1.11% 26
2025
Q2 		$5.77M Sell
56,904
-1,904
-3% -$158K 1.64% 16
2025
Q1 		$5.3M Sell
58,808
-290
-0.5% -$30.8K 1.65% 15
2024
Q4 		$6.77M Buy
59,098
+85
+0.1% +$9.38K 1.87% 11
2024
Q3 		$6.31M Buy
59,013
+1,785
+3% +$179K 1.85% 14
2024
Q2 		$5.85M Buy
57,228
+50,368
+734% +$4.91M 1.83% 14
2024
Q1 		$821K Buy
6,860
+827
+14% +$92.2K 0.26% 66
2023
Q4 		$735K Buy
6,033
+1,225
+25% +$143K 0.26% 66
2023
Q3 		$643K Sell
4,808
-100
-2% -$14.1K 0.25% 67
2023
Q2 		$730K Buy
4,908
+1,000
+26% +$137K 0.23% 72
2023
Q1 		$516K Sell
3,908
-100
-2% -$14.2K 0.18% 83
2022
Q4 		$567K Sell
4,008
-1,800
-31% -$256K 0.22% 72
2022
Q3 		$783K Buy
5,808
+380
+7% +$60.5K 0.29% 60
2022
Q2 		$841K Buy
+5,428
New +$944K 0.31% 61

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

Xcel Wealth Management's WHR Position: Q2 2026 in Review

Xcel Wealth Management sold out of Whirlpool (WHR) in Q2 2026, closing a stake of 13,646 shares — an estimated $736K sold.

Xcel Wealth Management first reported a position in WHR in Q2 2022 and held it in 16 quarters. The position peaked at $6.77M in Q4 2024. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Xcel Wealth Management reported no remaining Whirlpool position as of Q2 2026 after selling out during the quarter.
  • Xcel Wealth Management sold 13,646 Whirlpool shares in Q2 2026, an estimated $736K.
  • Xcel Wealth Management first reported a position in Whirlpool in Q2 2022 and held it in 16 quarters.
  • Xcel Wealth Management's Whirlpool position peaked at $6.77M in Q4 2024.
  • 459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.