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Burkett Financial Services’s Whirlpool WHR Stock Holding History

Burkett Financial Services’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
Q2 		– Sell
-10
Closed -$919 – 255
2025
Q1 		$919 Buy
+10
New +$1.06K ﹤0.01% 237

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Vanguard Group
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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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Burkett Financial Services's WHR Position: Q2 2025 in Review

Burkett Financial Services sold out of Whirlpool (WHR) in Q2 2025, closing a stake of 10 shares — an estimated $919 sold.

Burkett Financial Services first reported a position in WHR in Q1 2025 and held it in 1 quarter. The position peaked at $919 in Q1 2025. 537 funds tracked by Wall St. Rank hold WHR as of Q2 2025.

  • Burkett Financial Services reported no remaining Whirlpool position as of Q2 2025 after selling out during the quarter.
  • Burkett Financial Services sold 10 Whirlpool shares in Q2 2025, an estimated $919.
  • Burkett Financial Services first reported a position in Whirlpool in Q1 2025 and held it in 1 quarter.
  • Burkett Financial Services's Whirlpool position peaked at $919 in Q1 2025.
  • 537 funds tracked by Wall St. Rank held Whirlpool as of Q2 2025.

Based on Burkett Financial Services's 13F filing for Q2 2025, filed 1 Jul 2025.