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Livermore
Livermore
ZHEN

Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

WHR holding history

Whirlpool Corp in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WHR overviewAll 13F holders of WHRFull Q2 2026 holdings

Shares (Q2 2026)
18,978
Value
$748.1K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of WHR by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,978$748.1K<0.1%+13,973+279.2%AddedHolders
Q1 20265,005$269.9K<0.1%+5,005NewHolders
Q3 20250$00.0%−2,202−100.0%Sold outHolders
Q2 20252,202$223.3K<0.1%−655−22.9%ReducedHolders
Q1 20252,857$257.5K<0.1%−1,383−32.6%ReducedHolders
Q4 20244,240$485.4K<0.1%+704+19.9%AddedHolders
Q3 20243,536$378.4K<0.1%+532+17.7%AddedHolders
Q2 20243,004$307.0K<0.1%+969+47.6%AddedHolders
Q1 20242,035$243.4K<0.1%−2,659−56.6%ReducedHolders
Q4 20234,694$571.6K<0.1%−1,259−21.1%ReducedHolders
Q3 20235,953$795.9K<0.1%−410−6.4%ReducedHolders
Q2 20236,363$946.8K<0.1%+180+2.9%AddedHolders
Q1 20236,183$816.3K<0.1%−163−2.6%ReducedHolders
Q4 20226,346$897.7K<0.1%+1,590+33.4%AddedHolders
Q3 20224,756$641.0K<0.1%−523−9.9%ReducedHolders
Q2 20225,279$818.0K<0.1%−887−14.4%ReducedHolders
Q1 20226,166$1.06M<0.1%−432−6.5%ReducedHolders
Q4 20216,598$1.55M<0.1%+1,920+41.0%AddedHolders
Q3 20214,678$954.0K<0.1%+924+24.6%AddedHolders
Q2 20213,754$818.0K<0.1%+1,395+59.1%AddedHolders
Q1 20212,359$520.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.