DWP
WHR icon

Daymark Wealth Partners’s Whirlpool WHR Stock Holding History

Daymark Wealth Partners’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
2026
Q1 		$542K Sell
10,052
-312
-3% -$22.9K 0.02% 406
2025
Q4 		$748K Hold
10,364
– – 0.02% 325
2025
Q3 		$815K Sell
10,364
-300
-3% -$27.5K 0.03% 302
2025
Q2 		$1.08M Hold
10,664
– – 0.04% 254
2025
Q1 		$961K Sell
10,664
-2,113
-17% -$224K 0.04% 246
2024
Q4 		$1.46M Hold
12,777
– – 0.06% 193
2024
Q3 		$1.37M Sell
12,777
-850
-6% -$85.4K 0.06% 203
2024
Q2 		$1.39M Sell
13,627
-350
-3% -$34.1K 0.06% 196
2024
Q1 		$1.67M Sell
13,977
-325
-2% -$36.2K 0.09% 145
2023
Q4 		$1.74M Sell
14,302
-5,291
-27% -$616K 0.11% 137
2023
Q3 		$2.62M Buy
19,593
+2,016
+11% +$285K 0.18% 103
2023
Q2 		$2.62M Buy
+17,577
New +$2.41M 0.19% 101

Other funds holding WHR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return