AWA
WHR icon

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arkadios Wealth Advisors's WHR Position: Q4 2025 in Review

Arkadios Wealth Advisors sold out of Whirlpool (WHR) in Q4 2025, closing a stake of 23,697 shares — an estimated $1.86M sold.

Arkadios Wealth Advisors first reported a position in WHR in Q1 2020 and held it in 13 quarters. The position peaked at $2.41M in Q2 2025. 513 funds tracked by Wall St. Rank hold WHR as of Q4 2025.

  • Arkadios Wealth Advisors reported no remaining Whirlpool position as of Q4 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 23,697 Whirlpool shares in Q4 2025, an estimated $1.86M.
  • Arkadios Wealth Advisors first reported a position in Whirlpool in Q1 2020 and held it in 13 quarters.
  • Arkadios Wealth Advisors's Whirlpool position peaked at $2.41M in Q2 2025.
  • 513 funds tracked by Wall St. Rank held Whirlpool as of Q4 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.