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Barrett & Company’s Whirlpool WHR Stock Holding History

Barrett & Company’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
Q1 		– Sell
-125
Closed -$14.3K – 625
2024
Q4 		$14.3K Hold
125
– – 0.01% 408
2024
Q3 		$13.4K Hold
125
– – 0.01% 406
2024
Q2 		$12.8K Sell
125
-125
-50% -$12.2K 0.01% 413
2024
Q1 		$29.9K Hold
250
– – 0.01% 329
2023
Q4 		$30.4K Sell
250
-150
-38% -$17.5K 0.02% 297
2023
Q3 		$53.5K Hold
400
– – 0.03% 240
2023
Q2 		$59.5K Buy
+400
New +$54.9K 0.03% 233

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barrett & Company's WHR Position: Q1 2025 in Review

Barrett & Company sold out of Whirlpool (WHR) in Q1 2025, closing a stake of 125 shares — an estimated $14.3K sold.

Barrett & Company first reported a position in WHR in Q2 2023 and held it in 7 quarters. The position peaked at $59.5K in Q2 2023. 531 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

  • Barrett & Company reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
  • Barrett & Company sold 125 Whirlpool shares in Q1 2025, an estimated $14.3K.
  • Barrett & Company first reported a position in Whirlpool in Q2 2023 and held it in 7 quarters.
  • Barrett & Company's Whirlpool position peaked at $59.5K in Q2 2023.
  • 531 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on Barrett & Company's 13F filing for Q1 2025, filed 21 Apr 2025.