Arkadios Wealth Advisors’s Whirlpool WHR Stock Holding History

Arkadios Wealth 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 Q4	–	Sell	-23,697	Closed	-$1.86M	–	1657
2025 Q3	$1.86M	Sell	23,697 -97	-0.4%	-$8.9K	0.04%	418
2025 Q2	$2.41M	Buy	23,794 +774	+3%	+$64.4K	0.07%	297
2025 Q1	$2.07M	Buy	23,020 +5,810	+34%	+$616K	0.08%	274
2024 Q4	$1.97M	Buy	+17,210	New	+$1.9M	0.11%	189
2024 Q3	–	Sell	-5,958	Closed	-$609K	–	973
2024 Q2	$609K	Sell	5,958 -292	-5%	-$28.5K	0.04%	412
2024 Q1	$748K	Sell	6,250 -41	-0.7%	-$4.57K	0.06%	298
2023 Q4	$766K	Sell	6,291 -139	-2%	-$16.2K	0.06%	273
2023 Q3	$860K	Buy	+6,430	New	+$908K	0.08%	236
2021 Q4	–	Sell	-47	Closed	-$9K	–	1780
2021 Q3	$9K	Hold	47	–	–	﹤0.01%	1477
2021 Q2	$10K	Buy	47 +1	+2%	+$233	﹤0.01%	1553
2021 Q1	$10K	Hold	46	–	–	﹤0.01%	1207
2020 Q4	$8K	Buy	+46	New	+$8.81K	﹤0.01%	1029
2020 Q2	–	Sell	-3	Closed	-$257	–	1158
2020 Q1	$257	Buy	+3	New	+$394	﹤0.01%	1056

Other funds holding WHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 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 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 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