Atria Wealth Solutions’s Whirlpool WHR Stock Holding History

Atria Wealth Solutions’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	$210K	Sell	1,915 -532	-22%	-$44.3K	﹤0.01%	1370
2025 Q1	$221K	Sell	2,447 -2,710	-53%	-$287K	﹤0.01%	1664
2024 Q4	$590K	Sell	5,157 -975	-16%	-$108K	0.01%	1183
2024 Q3	$656K	Buy	6,132 +459	+8%	+$46.1K	0.01%	1104
2024 Q2	$580K	Buy	5,673 +311	+6%	+$30.3K	0.01%	1168
2024 Q1	$641K	Buy	5,362 +2,552	+91%	+$285K	0.01%	1133
2023 Q4	$342K	Sell	2,810 -13	-0.5%	-$1.51K	﹤0.01%	1414
2023 Q3	$377K	Sell	2,823 -442	-14%	-$62.4K	0.01%	1276
2023 Q2	$486K	Buy	3,265 +480	+17%	+$65.9K	0.01%	1174
2023 Q1	$368K	Buy	2,785 +229	+9%	+$32.6K	0.01%	1310
2022 Q4	$362K	Sell	2,556 -7	-0.3%	-$995	0.01%	1255
2022 Q3	$346K	Sell	2,563 -25	-1%	-$3.98K	0.01%	1216
2022 Q2	$401K	Sell	2,588 -38	-1%	-$6.61K	0.01%	1072
2022 Q1	$454K	Buy	+2,626	New	+$532K	0.01%	1119

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

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

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