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Compass Financial Services’s Whirlpool WHR Stock Holding History

Compass Financial 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
-31
Closed -$3.14K – 358
2025
Q2 		$3.14K Hold
31
– – ﹤0.01% 260
2025
Q1 		$2.79K Buy
+31
New +$3.29K ﹤0.01% 257

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

Compass Financial Services's WHR Position: Q3 2025 in Review

Compass Financial Services sold out of Whirlpool (WHR) in Q3 2025, closing a stake of 31 shares — an estimated $3.14K sold.

Compass Financial Services first reported a position in WHR in Q1 2025 and held it in 2 quarters. The position peaked at $3.14K in Q2 2025. 488 funds tracked by Wall St. Rank hold WHR as of Q3 2025.

  • Compass Financial Services reported no remaining Whirlpool position as of Q3 2025 after selling out during the quarter.
  • Compass Financial Services sold 31 Whirlpool shares in Q3 2025, an estimated $3.14K.
  • Compass Financial Services first reported a position in Whirlpool in Q1 2025 and held it in 2 quarters.
  • Compass Financial Services's Whirlpool position peaked at $3.14K in Q2 2025.
  • 488 funds tracked by Wall St. Rank held Whirlpool as of Q3 2025.

Based on Compass Financial Services's 13F filing for Q3 2025, filed 4 Nov 2025.