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Bellwether Advisors’s Whirlpool WHR Stock Holding History

Bellwether 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
-8
Closed -$811 – 575
2025
Q2 		$811 Hold
8
– – ﹤0.01% 538
2025
Q1 		$721 Hold
8
– – ﹤0.01% 474
2024
Q4 		$916 Buy
+8
New +$883 ﹤0.01% 477
2023
Q2 		– Sell
-8
Closed -$1.06K – 450
2023
Q1 		$1.06K Hold
8
– – ﹤0.01% 371
2022
Q4 		$1.13K Hold
8
– – ﹤0.01% 376
2022
Q3 		$1K Hold
8
– – ﹤0.01% 452
2022
Q2 		$1K Hold
8
– – ﹤0.01% 378
2022
Q1 		$1K Hold
8
– – ﹤0.01% 528
2021
Q4 		$1K Hold
8
– – ﹤0.01% 549
2021
Q3 		$1K Hold
8
– – ﹤0.01% 531
2021
Q2 		$1K Sell
8
-3
-27% -$699 ﹤0.01% 418
2021
Q1 		$2K Hold
11
– – ﹤0.01% 354
2020
Q4 		$1K Buy
+11
New +$2.11K ﹤0.01% 320

Other funds holding WHR

BlackRock
BlackRock New York $5.72T 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

Bellwether Advisors's WHR Position: Q3 2025 in Review

Bellwether Advisors sold out of Whirlpool (WHR) in Q3 2025, closing a stake of 8 shares — an estimated $811 sold.

Bellwether Advisors first reported a position in WHR in Q4 2020 and held it in 13 quarters. The position peaked at $2K in Q1 2021. 488 funds tracked by Wall St. Rank hold WHR as of Q3 2025.

  • Bellwether Advisors reported no remaining Whirlpool position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 8 Whirlpool shares in Q3 2025, an estimated $811.
  • Bellwether Advisors first reported a position in Whirlpool in Q4 2020 and held it in 13 quarters.
  • Bellwether Advisors's Whirlpool position peaked at $2K in Q1 2021.
  • 488 funds tracked by Wall St. Rank held Whirlpool as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.