ATIA
WHR icon

American Trust Investment Advisors’s Whirlpool WHR Stock Holding History

American Trust Investment Advisors’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
2025
Q2 		– Sell
-8,685
Closed -$783K – 100
2025
Q1 		$783K Buy
8,685
+1,995
+30% +$212K 0.33% 66
2024
Q4 		$766K Buy
6,690
+1,430
+27% +$158K 0.31% 56
2024
Q3 		$563K Buy
+5,260
New +$529K 0.23% 67
2018
Q3 		– Sell
-12,925
Closed -$1.89M – 78
2018
Q2 		$1.89M Sell
12,925
-65
-0.5% -$9.88K 1.55% 26
2018
Q1 		$1.99M Buy
12,990
+140
+1% +$23.4K 1.59% 26
2017
Q4 		$2.17M Sell
12,850
-110
-0.8% -$18.6K 1.7% 25
2017
Q3 		$2.39M Sell
12,960
-270
-2% -$48.3K 2.13% 21
2017
Q2 		$2.54M Sell
13,230
-100
-0.8% -$18.3K 2.22% 16
2017
Q1 		$2.28M Sell
13,330
-257
-2% -$45.6K 2.07% 22
2016
Q4 		$2.47M Buy
13,587
+1,270
+10% +$210K 2.4% 19
2016
Q3 		$2M Buy
12,317
+495
+4% +$87.7K 2.01% 23
2016
Q2 		$1.97M Sell
11,822
-4,580
-28% -$808K 2.03% 22
2016
Q1 		$2.96M Buy
16,402
+6,745
+70% +$1.01M 3.05% 11
2015
Q4 		$1.42M Buy
9,657
+983
+11% +$153K 1.6% 29
2015
Q3 		$1.28M Sell
8,674
-220
-2% -$37.2K 1.49% 32
2015
Q2 		$1.54M Sell
8,894
-56
-0.6% -$10.5K 1.53% 32
2015
Q1 		$1.81M Sell
8,950
-290
-3% -$58.9K 1.79% 28
2014
Q4 		$1.79M Buy
+9,240
New +$1.59M 1.9% 27

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

American Trust Investment Advisors's WHR Position: Q2 2025 in Review

American Trust Investment Advisors sold out of Whirlpool (WHR) in Q2 2025, closing a stake of 8,685 shares — an estimated $783K sold.

American Trust Investment Advisors first reported a position in WHR in Q4 2014 and held it in 18 quarters. The position peaked at $2.96M in Q1 2016. 537 funds tracked by Wall St. Rank hold WHR as of Q2 2025.

  • American Trust Investment Advisors reported no remaining Whirlpool position as of Q2 2025 after selling out during the quarter.
  • American Trust Investment Advisors sold 8,685 Whirlpool shares in Q2 2025, an estimated $783K.
  • American Trust Investment Advisors first reported a position in Whirlpool in Q4 2014 and held it in 18 quarters.
  • American Trust Investment Advisors's Whirlpool position peaked at $2.96M in Q1 2016.
  • 537 funds tracked by Wall St. Rank held Whirlpool as of Q2 2025.

Based on American Trust Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.