AAS
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Avantax Advisory Services’s Whirlpool WHR Stock Holding History

Avantax Advisory Services’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 		$280K Sell
2,759
-8,236
-75% -$685K ﹤0.01% 1966
2025
Q1 		$991K Buy
10,995
+4,981
+83% +$528K 0.01% 1093
2024
Q4 		$688K Buy
6,014
+908
+18% +$100K ﹤0.01% 1248
2024
Q3 		$546K Sell
5,106
-1,105
-18% -$111K ﹤0.01% 1347
2024
Q2 		$635K Buy
6,211
+2,117
+52% +$206K ﹤0.01% 1223
2024
Q1 		$490K Sell
4,094
-459
-10% -$51.2K ﹤0.01% 1050
2023
Q4 		$554K Buy
4,553
+1,571
+53% +$183K 0.01% 944
2023
Q3 		$399K Sell
2,982
-170
-5% -$24K ﹤0.01% 1048
2023
Q2 		$469K Sell
3,152
-109
-3% -$15K 0.01% 965
2023
Q1 		$431K Buy
3,261
+19
+0.6% +$2.71K 0.01% 975
2022
Q4 		$459K Sell
3,242
-403
-11% -$57.3K 0.01% 906
2022
Q3 		$491K Buy
3,645
+1,279
+54% +$204K 0.01% 783
2022
Q2 		$366K Buy
2,366
+910
+63% +$158K 0.01% 917
2022
Q1 		$251K Buy
1,456
+368
+34% +$74.6K ﹤0.01% 1090
2021
Q4 		$256K Buy
+1,088
New +$239K ﹤0.01% 1059
2020
Q4 		– Sell
-2,006
Closed -$368K – 1363
2020
Q3 		$368K Buy
+2,006
New +$333K 0.01% 931

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Avantax Advisory Services's WHR Position: Q2 2025 in Review

Avantax Advisory Services reduced its Whirlpool (WHR) stake by 75% in Q2 2025, selling an estimated $685K and leaving 2,759 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1966.

Avantax Advisory Services first reported a position in WHR in Q3 2020 and has held it in 16 quarters since. The position peaked at $991K in Q1 2025. 538 funds tracked by Wall St. Rank hold WHR as of Q2 2025.

  • Avantax Advisory Services held 2,759 shares of Whirlpool worth $280K as of Q2 2025.
  • Avantax Advisory Services sold 8,236 Whirlpool shares in Q2 2025, an estimated $685K.
  • Whirlpool made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1966 holding.
  • Avantax Advisory Services first reported a position in Whirlpool in Q3 2020 and has held it in 16 quarters since.
  • Avantax Advisory Services's Whirlpool position peaked at $991K in Q1 2025.
  • 538 funds tracked by Wall St. Rank held Whirlpool as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.