BHWM
WHR icon

Bay Harbor Wealth Management’s Whirlpool WHR Stock Holding History

Bay Harbor Wealth Management’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
2026
Q1 		$53 Hold
1
– – ﹤0.01% 1253
2025
Q4 		$72 Buy
+1
New +$74 ﹤0.01% 1234
2025
Q2 		– Sell
-1
Closed -$90 – 1305
2025
Q1 		$90 Buy
+1
New +$106 ﹤0.01% 899
2021
Q1 		– Sell
-35
Closed -$6K – 431
2020
Q4 		$6K Hold
35
– – ﹤0.01% 275
2020
Q3 		$6K Hold
35
– – ﹤0.01% 256
2020
Q2 		$5K Hold
35
– – ﹤0.01% 249
2020
Q1 		$3K Buy
35
+15
+75% +$1.97K ﹤0.01% 255
2019
Q4 		$3K Hold
20
– – ﹤0.01% 274
2019
Q3 		$3K Hold
20
– – ﹤0.01% 288
2019
Q2 		$3K Hold
20
– – ﹤0.01% 284
2019
Q1 		$3K Hold
20
– – ﹤0.01% 327
2018
Q4 		$2K Buy
+20
New +$2.27K ﹤0.01% 333

Other funds holding WHR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return