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Capital Investment Advisory Services’s Whirlpool WHR Stock Holding History

Capital Investment Advisory 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
Q3 		– Sell
-2,460
Closed -$249K – 1138
2025
Q2 		$249K Hold
2,460
– – 0.02% 497
2025
Q1 		$222K Hold
2,460
– – 0.02% 510
2024
Q4 		$282K Buy
2,460
+300
+14% +$33.1K 0.03% 417
2024
Q3 		$231K Buy
+2,160
New +$217K 0.02% 466
2019
Q1 		– Sell
-25
Closed -$3K – 1285
2018
Q4 		$3K Buy
+25
New +$2.84K ﹤0.01% 1025

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 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 $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Investment Advisory Services's WHR Position: Q3 2025 in Review

Capital Investment Advisory Services sold out of Whirlpool (WHR) in Q3 2025, closing a stake of 2,460 shares — an estimated $249K sold.

Capital Investment Advisory Services first reported a position in WHR in Q4 2018 and held it in 5 quarters. The position peaked at $282K in Q4 2024. 491 funds tracked by Wall St. Rank hold WHR as of Q3 2025.

  • Capital Investment Advisory Services reported no remaining Whirlpool position as of Q3 2025 after selling out during the quarter.
  • Capital Investment Advisory Services sold 2,460 Whirlpool shares in Q3 2025, an estimated $249K.
  • Capital Investment Advisory Services first reported a position in Whirlpool in Q4 2018 and held it in 5 quarters.
  • Capital Investment Advisory Services's Whirlpool position peaked at $282K in Q4 2024.
  • 491 funds tracked by Wall St. Rank held Whirlpool as of Q3 2025.

Based on Capital Investment Advisory Services's 13F filing for Q3 2025, filed 5 Nov 2025.