CAM
WHR icon

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 $5.7T 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