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Advisory Alpha’s Whirlpool WHR Stock Holding History

Advisory Alpha’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 		– Sell
-3,607
Closed -$260K – 576
2025
Q4 		$260K Sell
3,607
-93
-3% -$6.87K 0.01% 450
2025
Q3 		$294K Buy
3,700
+1,246
+51% +$114K 0.01% 419
2025
Q2 		$249K Buy
2,454
+201
+9% +$16.7K 0.01% 414
2025
Q1 		$203K Buy
2,253
+38
+2% +$4.03K 0.01% 440
2024
Q4 		$254K Buy
2,215
+102
+5% +$11.3K 0.01% 363
2024
Q3 		$226K Buy
2,113
+85
+4% +$8.54K 0.01% 381
2024
Q2 		$207K Buy
2,028
+261
+15% +$25.4K 0.01% 375
2024
Q1 		$212K Buy
1,767
+89
+5% +$9.92K 0.01% 368
2023
Q4 		$204K Buy
+1,678
New +$196K 0.01% 334
2022
Q1 		– Sell
-1,050
Closed -$246K – 299
2021
Q4 		$246K Buy
+1,050
New +$231K 0.01% 239

Other funds holding WHR

BlackRock
BlackRock New York $5.7T 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