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Cresset Asset Management’s Whirlpool WHR Stock Holding History

Cresset Asset 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
-4,616
Closed -$416K – 1802
2025
Q1 		$416K Sell
4,616
-1,858
-29% -$197K ﹤0.01% 1162
2024
Q4 		$741K Sell
6,474
-3,454
-35% -$381K ﹤0.01% 917
2024
Q3 		$1.06M Buy
9,928
+453
+5% +$45.5K ﹤0.01% 1139
2024
Q2 		$968K Buy
9,475
+587
+7% +$57.2K ﹤0.01% 1085
2024
Q1 		$1.06M Buy
8,888
+1,628
+22% +$181K 0.01% 948
2023
Q4 		$884K Sell
7,260
-2,023
-22% -$236K 0.01% 953
2023
Q3 		$1.24M Buy
9,283
+614
+7% +$86.7K ﹤0.01% 746
2023
Q2 		$1.29M Buy
8,669
+4,472
+107% +$614K ﹤0.01% 823
2023
Q1 		$554K Buy
4,197
+171
+4% +$24.4K 0.01% 467
2022
Q4 		$569K Sell
4,026
-288
-7% -$41K 0.01% 405
2022
Q3 		$582K Sell
4,314
-138
-3% -$22K 0.01% 471
2022
Q2 		$688K Sell
4,452
-704
-14% -$122K 0.01% 465
2022
Q1 		$891K Sell
5,156
-356
-6% -$72.2K 0.01% 437
2021
Q4 		$1.29M Buy
+5,512
New +$1.21M 0.01% 379
2019
Q2 		– Sell
-277
Closed -$37K – 1712
2019
Q1 		$37K Buy
277
+193
+230% +$25.5K ﹤0.01% 872
2018
Q4 		$9K Buy
+84
New +$9.53K ﹤0.01% 891

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 $3.38T AUM 44.17% 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

Cresset Asset Management's WHR Position: Q2 2025 in Review

Cresset Asset Management sold out of Whirlpool (WHR) in Q2 2025, closing a stake of 4,616 shares — an estimated $416K sold.

Cresset Asset Management first reported a position in WHR in Q4 2018 and held it in 16 quarters. The position peaked at $1.29M in Q4 2021. 539 funds tracked by Wall St. Rank hold WHR as of Q2 2025.

  • Cresset Asset Management reported no remaining Whirlpool position as of Q2 2025 after selling out during the quarter.
  • Cresset Asset Management sold 4,616 Whirlpool shares in Q2 2025, an estimated $416K.
  • Cresset Asset Management first reported a position in Whirlpool in Q4 2018 and held it in 16 quarters.
  • Cresset Asset Management's Whirlpool position peaked at $1.29M in Q4 2021.
  • 539 funds tracked by Wall St. Rank held Whirlpool as of Q2 2025.

Based on Cresset Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.