Congress Wealth Management’s Whirlpool WHR Stock Holding History

Congress Wealth 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	$5.15M	Buy	50,823 +23,355	+85%	+$1.94M	0.05%	374
2025 Q1	$2.49M	Buy	27,468 +19,173	+231%	+$2.03M	0.03%	449
2024 Q4	$950K	Sell	8,295 -11,280	-58%	-$1.24M	0.01%	528
2024 Q3	$2.09M	Buy	19,575 +10,530	+116%	+$1.06M	0.03%	418
2024 Q2	$924K	Buy	+9,045	New	+$881K	0.01%	440
2022 Q2	–	Sell	-1,169	Closed	-$202K	–	624
2022 Q1	$202K	Sell	1,169 -16	-1%	-$3.24K	﹤0.01%	583
2021 Q4	$278K	Buy	+1,185	New	+$260K	0.01%	552

Other funds holding WHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Congress Wealth Management's WHR Position: Q2 2025 in Review

Congress Wealth Management increased its Whirlpool (WHR) stake by 85% in Q2 2025, buying an estimated $1.94M and bringing the position to 50,823 shares worth $5.15M. The position accounts for 0.05% of the portfolio, ranked #374.

Congress Wealth Management first reported a position in WHR in Q4 2021 and has held it in 7 quarters since. 538 funds tracked by Wall St. Rank hold WHR as of Q2 2025.

Congress Wealth Management held 50,823 shares of Whirlpool worth $5.15M as of Q2 2025.
Congress Wealth Management bought 23,355 Whirlpool shares in Q2 2025, an estimated $1.94M.
Whirlpool made up 0.05% of Congress Wealth Management's portfolio in Q2 2025, its #374 holding.
Congress Wealth Management first reported a position in Whirlpool in Q4 2021 and has held it in 7 quarters since.
538 funds tracked by Wall St. Rank held Whirlpool as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.