CCM
WHR icon

Coldstream Capital Management’s Whirlpool WHR Stock Holding History

Coldstream Capital 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
-1,143
Closed -$103K – 3353
2025
Q1 		$103K Buy
+1,143
New +$121K ﹤0.01% 1334
2016
Q4 		– Sell
-14,802
Closed -$2.4M – 259
2016
Q3 		$2.4M Sell
14,802
-22
-0.1% -$3.9K 0.43% 39
2016
Q2 		$2.47M Buy
+14,824
New +$2.62M 0.44% 38

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Coldstream Capital Management's WHR Position: Q2 2025 in Review

Coldstream Capital Management sold out of Whirlpool (WHR) in Q2 2025, closing a stake of 1,143 shares — an estimated $103K sold.

Coldstream Capital Management first reported a position in WHR in Q2 2016 and held it in 3 quarters. The position peaked at $2.47M in Q2 2016. 538 funds tracked by Wall St. Rank hold WHR as of Q2 2025.

  • Coldstream Capital Management reported no remaining Whirlpool position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,143 Whirlpool shares in Q2 2025, an estimated $103K.
  • Coldstream Capital Management first reported a position in Whirlpool in Q2 2016 and held it in 3 quarters.
  • Coldstream Capital Management's Whirlpool position peaked at $2.47M in Q2 2016.
  • 538 funds tracked by Wall St. Rank held Whirlpool as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.