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Colonial Trust’s Whirlpool WHR Stock Holding History

Colonial Trust’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
2026
Q1 		$27K Sell
500
-500
-50% -$36.7K ﹤0.01% 625
2025
Q4 		$72.1K Buy
+1,000
New +$73.8K 0.01% 475
2025
Q3 		– Sell
-143
Closed -$14.5K – 1130
2025
Q2 		$14.5K Hold
143
– – ﹤0.01% 719
2025
Q1 		$12.9K Sell
143
-48
-25% -$5.09K ﹤0.01% 737
2024
Q4 		$21.9K Hold
191
– – ﹤0.01% 781
2024
Q3 		$20.4K Hold
191
– – ﹤0.01% 708
2024
Q2 		$19.5K Sell
191
-21
-10% -$2.05K ﹤0.01% 673
2024
Q1 		$25.4K Buy
212
+54
+34% +$6.02K ﹤0.01% 614
2023
Q4 		$19.2K Hold
158
– – ﹤0.01% 637
2023
Q3 		$21.1K Hold
158
– – 0.01% 599
2023
Q2 		$23.5K Hold
158
– – 0.01% 575
2023
Q1 		$20.9K Sell
158
-8
-5% -$1.14K 0.01% 577
2022
Q4 		$23.5K Buy
+166
New +$23.6K 0.01% 544

Other funds holding WHR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return