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Ameritas Advisory Services’s Whirlpool WHR Stock Holding History

Ameritas Advisory Services’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
Q3 		– Sell
-147
Closed -$14.9K – 2938
2025
Q2 		$14.9K Buy
+147
New +$12.2K ﹤0.01% 1854
2023
Q2 		– Sell
-15
Closed -$2.11K – 2516
2023
Q1 		$2.11K Buy
+15
New +$2.14K ﹤0.01% 2375

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameritas Advisory Services's WHR Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Whirlpool (WHR) in Q3 2025, closing a stake of 147 shares — an estimated $14.9K sold.

Ameritas Advisory Services first reported a position in WHR in Q1 2023 and held it in 2 quarters. The position peaked at $14.9K in Q2 2025. 488 funds tracked by Wall St. Rank hold WHR as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Whirlpool position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 147 Whirlpool shares in Q3 2025, an estimated $14.9K.
  • Ameritas Advisory Services first reported a position in Whirlpool in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Whirlpool position peaked at $14.9K in Q2 2025.
  • 488 funds tracked by Wall St. Rank held Whirlpool as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.