Position in WHR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$66,815
+$11,928 QoQ
Shares Held
1,695
+66.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#309
of 458 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WHR Over Time
Shares Held
Position Value (USD)
Position in Furnishings, Fixtures & Appliances
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $3,639,701 across 20 Furnishings, Fixtures & Appliances names. WHR ranks #3 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SGI |
Somnigroup International Inc.
|
35,232 | $2,762,185 | |
| 2 | MHK |
Mohawk Industries Inc
|
4,631 | $561,875 | |
| 3 | WHR |
Whirlpool Corp /De/
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|
1,695 | $66,815 | |
| 4 | SN |
SharkNinja, Inc.
|
407 | $61,970 | |
| 5 | TILE |
Interface Inc
|
1,171 | $41,966 | |
| 6 | MLKN |
Millerknoll, Inc.
|
1,471 | $30,093 | |
| 7 | ETD |
Ethan Allen Interiors Inc
|
1,327 | $29,643 | |
| 8 | LZB |
La-Z-Boy Inc
|
594 | $23,829 |
All Filings in WHR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,815 | 1,695 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $54,887 | 1,018 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $17,598 | 244 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $28,688 | 365 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $37,422 | 369 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $14,509 | 161 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $24,039 | 210 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,486 | 98 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $43,128 | 422 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,544 | 38 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $18,994 | 156 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $14,706 | 110 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $14,729 | 99 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $13,729 | 104 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $14,428 | 102 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,044 | 30 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $7,743 | 50 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $4,146 | 24 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $7,977 | 34 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||