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Capital A Wealth Management’s Whirlpool WHR Stock Holding History

Capital A Wealth Management’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
-4
Closed -$361 – 840
2025
Q1 		$361 Buy
4
+2
+100% +$212 ﹤0.01% 653
2024
Q4 		$229 Buy
+2
New +$221 ﹤0.01% 722

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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

Capital A Wealth Management's WHR Position: Q2 2025 in Review

Capital A Wealth Management sold out of Whirlpool (WHR) in Q2 2025, closing a stake of 4 shares — an estimated $361 sold.

Capital A Wealth Management first reported a position in WHR in Q4 2024 and held it in 2 quarters. The position peaked at $361 in Q1 2025. 537 funds tracked by Wall St. Rank hold WHR as of Q2 2025.

  • Capital A Wealth Management reported no remaining Whirlpool position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 4 Whirlpool shares in Q2 2025, an estimated $361.
  • Capital A Wealth Management first reported a position in Whirlpool in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Whirlpool position peaked at $361 in Q1 2025.
  • 537 funds tracked by Wall St. Rank held Whirlpool as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.