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Bay Colony Advisors’s Whirlpool WHR Stock Holding History

Bay Colony Advisors’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
-3,480
Closed -$353K – 550
2025
Q2 		$353K Buy
+3,480
New +$290K 0.05% 310
2022
Q1 		– Sell
-919
Closed -$216K – 407
2021
Q4 		$216K Buy
+919
New +$202K 0.06% 335
2018
Q3 		– Sell
-1,420
Closed -$208K – 902
2018
Q2 		$208K Buy
+1,420
New +$216K 0.15% 147

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bay Colony Advisors's WHR Position: Q3 2025 in Review

Bay Colony Advisors sold out of Whirlpool (WHR) in Q3 2025, closing a stake of 3,480 shares — an estimated $353K sold.

Bay Colony Advisors first reported a position in WHR in Q2 2018 and held it in 3 quarters. The position peaked at $353K in Q2 2025. 491 funds tracked by Wall St. Rank hold WHR as of Q3 2025.

  • Bay Colony Advisors reported no remaining Whirlpool position as of Q3 2025 after selling out during the quarter.
  • Bay Colony Advisors sold 3,480 Whirlpool shares in Q3 2025, an estimated $353K.
  • Bay Colony Advisors first reported a position in Whirlpool in Q2 2018 and held it in 3 quarters.
  • Bay Colony Advisors's Whirlpool position peaked at $353K in Q2 2025.
  • 491 funds tracked by Wall St. Rank held Whirlpool as of Q3 2025.

Based on Bay Colony Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.