XF
WHR icon

XML Financial’s Whirlpool WHR Stock Holding History

XML Financial’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
-4,350
Closed -$235K – 465
2026
Q1 		$235K Buy
4,350
+135
+3% +$9.91K 0.02% 381
2025
Q4 		$304K Buy
+4,215
New +$311K 0.02% 336
2025
Q3 		– Sell
-2,215
Closed -$225K – 423
2025
Q2 		$225K Buy
+2,215
New +$184K 0.02% 341

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

XML Financial's WHR Position: Q2 2026 in Review

XML Financial sold out of Whirlpool (WHR) in Q2 2026, closing a stake of 4,350 shares — an estimated $235K sold.

XML Financial first reported a position in WHR in Q2 2025 and held it in 3 quarters. The position peaked at $304K in Q4 2025. 461 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • XML Financial reported no remaining Whirlpool position as of Q2 2026 after selling out during the quarter.
  • XML Financial sold 4,350 Whirlpool shares in Q2 2026, an estimated $235K.
  • XML Financial first reported a position in Whirlpool in Q2 2025 and held it in 3 quarters.
  • XML Financial's Whirlpool position peaked at $304K in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.