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Continuum Advisory’s Whirlpool WHR Stock Holding History

Continuum Advisory’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
-1,045
Closed -$94.2K – 1576
2025
Q1 		$94.2K Buy
1,045
+69
+7% +$7.32K 0.01% 537
2024
Q4 		$112K Buy
976
+23
+2% +$2.54K 0.01% 495
2024
Q3 		$109K Buy
953
+48
+5% +$4.83K 0.01% 506
2024
Q2 		$92.5K Buy
905
+15
+2% +$1.46K 0.01% 496
2024
Q1 		$84.7K Buy
+890
New +$99.2K 0.01% 517

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Continuum Advisory's WHR Position: Q2 2025 in Review

Continuum Advisory sold out of Whirlpool (WHR) in Q2 2025, closing a stake of 1,045 shares — an estimated $94.2K sold.

Continuum Advisory first reported a position in WHR in Q1 2024 and held it in 5 quarters. The position peaked at $112K in Q4 2024. 537 funds tracked by Wall St. Rank hold WHR as of Q2 2025.

  • Continuum Advisory reported no remaining Whirlpool position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 1,045 Whirlpool shares in Q2 2025, an estimated $94.2K.
  • Continuum Advisory first reported a position in Whirlpool in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Whirlpool position peaked at $112K in Q4 2024.
  • 537 funds tracked by Wall St. Rank held Whirlpool as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.