BFG
WHR icon

Beacon Financial Group’s Whirlpool WHR Stock Holding History

Beacon Financial Group’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
-1,980
Closed -$201K – 360
2025
Q2 		$201K Buy
+1,980
New +$165K 0.02% 333
2025
Q1 		– Sell
-3,073
Closed -$352K – 347
2024
Q4 		$352K Sell
3,073
-120
-4% -$13.2K 0.04% 258
2024
Q3 		$342K Sell
3,193
-348
-10% -$35K 0.04% 266
2024
Q2 		$362K Buy
3,541
+64
+2% +$6.24K 0.04% 245
2024
Q1 		$416K Buy
+3,477
New +$388K 0.05% 232
2020
Q1 		– Sell
-5,140
Closed -$758K – 186
2019
Q4 		$758K Buy
5,140
+1,208
+31% +$182K 0.1% 130
2019
Q3 		$611K Sell
3,932
-133
-3% -$19.1K 0.1% 133
2019
Q2 		$579K Hold
4,065
– – 0.1% 137
2019
Q1 		$540 Buy
4,065
+119
+3% +$15.7K 0.09% 132
2018
Q4 		$423K Buy
+3,946
New +$448K 0.08% 137

Other funds holding WHR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return