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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 		$540K 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 $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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beacon Financial Group's WHR Position: Q3 2025 in Review

Beacon Financial Group sold out of Whirlpool (WHR) in Q3 2025, closing a stake of 1,980 shares — an estimated $201K sold.

Beacon Financial Group first reported a position in WHR in Q4 2018 and held it in 10 quarters. The position peaked at $758K in Q4 2019. 490 funds tracked by Wall St. Rank hold WHR as of Q3 2025.

  • Beacon Financial Group reported no remaining Whirlpool position as of Q3 2025 after selling out during the quarter.
  • Beacon Financial Group sold 1,980 Whirlpool shares in Q3 2025, an estimated $201K.
  • Beacon Financial Group first reported a position in Whirlpool in Q4 2018 and held it in 10 quarters.
  • Beacon Financial Group's Whirlpool position peaked at $758K in Q4 2019.
  • 490 funds tracked by Wall St. Rank held Whirlpool as of Q3 2025.

Based on Beacon Financial Group's 13F filing for Q3 2025, filed 8 Oct 2025.