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Anderson Financial Strategies’s Whirlpool WHR Stock Holding History

Anderson Financial Strategies’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
-644
Closed -$58K – 227
2025
Q1 		$58K Buy
644
+168
+35% +$17.8K 0.04% 100
2024
Q4 		$54.5K Buy
+476
New +$52.5K 0.03% 60

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

Anderson Financial Strategies's WHR Position: Q2 2025 in Review

Anderson Financial Strategies sold out of Whirlpool (WHR) in Q2 2025, closing a stake of 644 shares — an estimated $58K sold.

Anderson Financial Strategies first reported a position in WHR in Q4 2024 and held it in 2 quarters. The position peaked at $58K in Q1 2025. 537 funds tracked by Wall St. Rank hold WHR as of Q2 2025.

  • Anderson Financial Strategies reported no remaining Whirlpool position as of Q2 2025 after selling out during the quarter.
  • Anderson Financial Strategies sold 644 Whirlpool shares in Q2 2025, an estimated $58K.
  • Anderson Financial Strategies first reported a position in Whirlpool in Q4 2024 and held it in 2 quarters.
  • Anderson Financial Strategies's Whirlpool position peaked at $58K in Q1 2025.
  • 537 funds tracked by Wall St. Rank held Whirlpool as of Q2 2025.

Based on Anderson Financial Strategies's 13F filing for Q2 2025, filed 11 Aug 2025.