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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
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
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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Atria Wealth Solutions's WHR Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Whirlpool (WHR) stake by 22% in Q2 2025, selling an estimated $44.3K and leaving 1,915 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Atria Wealth Solutions first reported a position in WHR in Q1 2022 and has held it in 14 quarters since. The position peaked at $656K in Q3 2024. 538 funds tracked by Wall St. Rank hold WHR as of Q2 2025.

  • Atria Wealth Solutions held 1,915 shares of Whirlpool worth $210K as of Q2 2025.
  • Atria Wealth Solutions sold 532 Whirlpool shares in Q2 2025, an estimated $44.3K.
  • Whirlpool made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1370 holding.
  • Atria Wealth Solutions first reported a position in Whirlpool in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Whirlpool position peaked at $656K in Q3 2024.
  • 538 funds tracked by Wall St. Rank held Whirlpool as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.