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Atria Investments’s Whirlpool WHR Stock Holding History

Atria Investments’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
-4,417
Closed -$448K – 2159
2025
Q2 		$448K Sell
4,417
-1,227
-22% -$102K 0.01% 1482
2025
Q1 		$509K Buy
5,644
+145
+3% +$15.4K 0.01% 1346
2024
Q4 		$629K Buy
5,499
+756
+16% +$83.4K 0.01% 1207
2024
Q3 		$508K Buy
4,743
+64
+1% +$6.43K 0.01% 1308
2024
Q2 		$478K Buy
+4,679
New +$456K 0.01% 1326
2021
Q1 		– Sell
-6,974
Closed -$1.26M – 754
2020
Q4 		$1.26M Sell
6,974
-283
-4% -$54.2K 0.03% 589
2020
Q3 		$1.33M Sell
7,257
-6,777
-48% -$1.13M 0.04% 467
2020
Q2 		$1.82M Buy
+14,034
New +$1.61M 0.06% 332

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

Atria Investments's WHR Position: Q3 2025 in Review

Atria Investments sold out of Whirlpool (WHR) in Q3 2025, closing a stake of 4,417 shares — an estimated $448K sold.

Atria Investments first reported a position in WHR in Q2 2020 and held it in 8 quarters. The position peaked at $1.82M in Q2 2020. 488 funds tracked by Wall St. Rank hold WHR as of Q3 2025.

  • Atria Investments reported no remaining Whirlpool position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 4,417 Whirlpool shares in Q3 2025, an estimated $448K.
  • Atria Investments first reported a position in Whirlpool in Q2 2020 and held it in 8 quarters.
  • Atria Investments's Whirlpool position peaked at $1.82M in Q2 2020.
  • 488 funds tracked by Wall St. Rank held Whirlpool as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.