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Capital Advisors Inc’s Whirlpool WHR Stock Holding History

Capital Advisors Inc’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
-3,792
Closed -$385K – 364
2025
Q2 		$385K Buy
+3,792
New +$315K 0.01% 228
2024
Q1 		– Sell
-52,334
Closed -$6.37M – 323
2023
Q4 		$6.37M Buy
+52,334
New +$6.1M 0.14% 98
2020
Q4 		– Sell
-105,769
Closed -$19.4M – 225
2020
Q3 		$19.4M Buy
105,769
+212
+0.2% +$35.2K 0.79% 49
2020
Q2 		$18.1M Buy
+105,557
New +$12.1M 0.75% 53
2019
Q2 		– Sell
-20,850
Closed -$2.77M – 184
2019
Q1 		$2.77M Sell
20,850
-74,899
-78% -$9.89M 0.3% 59
2018
Q4 		$10.2M Buy
+95,749
New +$10.9M 0.66% 47

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

Capital Advisors Inc's WHR Position: Q3 2025 in Review

Capital Advisors Inc sold out of Whirlpool (WHR) in Q3 2025, closing a stake of 3,792 shares — an estimated $385K sold.

Capital Advisors Inc first reported a position in WHR in Q4 2018 and held it in 6 quarters. The position peaked at $19.4M in Q3 2020. 488 funds tracked by Wall St. Rank hold WHR as of Q3 2025.

  • Capital Advisors Inc reported no remaining Whirlpool position as of Q3 2025 after selling out during the quarter.
  • Capital Advisors Inc sold 3,792 Whirlpool shares in Q3 2025, an estimated $385K.
  • Capital Advisors Inc first reported a position in Whirlpool in Q4 2018 and held it in 6 quarters.
  • Capital Advisors Inc's Whirlpool position peaked at $19.4M in Q3 2020.
  • 488 funds tracked by Wall St. Rank held Whirlpool as of Q3 2025.

Based on Capital Advisors Inc's 13F filing for Q3 2025, filed 21 Oct 2025.