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Bradley Foster & Sargent’s Whirlpool WHR Stock Holding History

Bradley Foster & Sargent’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
-2,589
Closed -$263K – 562
2025
Q2 		$263K Buy
+2,589
New +$215K ﹤0.01% 482

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

Bradley Foster & Sargent's WHR Position: Q3 2025 in Review

Bradley Foster & Sargent sold out of Whirlpool (WHR) in Q3 2025, closing a stake of 2,589 shares — an estimated $263K sold.

Bradley Foster & Sargent first reported a position in WHR in Q2 2025 and held it in 1 quarter. The position peaked at $263K in Q2 2025. 488 funds tracked by Wall St. Rank hold WHR as of Q3 2025.

  • Bradley Foster & Sargent reported no remaining Whirlpool position as of Q3 2025 after selling out during the quarter.
  • Bradley Foster & Sargent sold 2,589 Whirlpool shares in Q3 2025, an estimated $263K.
  • Bradley Foster & Sargent first reported a position in Whirlpool in Q2 2025 and held it in 1 quarter.
  • Bradley Foster & Sargent's Whirlpool position peaked at $263K in Q2 2025.
  • 488 funds tracked by Wall St. Rank held Whirlpool as of Q3 2025.

Based on Bradley Foster & Sargent's 13F filing for Q3 2025, filed 10 Nov 2025.