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Evergreen Capital Management’s Whirlpool WHR Stock Holding History

Evergreen Capital 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
Q4 		– Sell
-2,938
Closed -$231K – 1525
2025
Q3 		$231K Buy
2,938
+580
+25% +$53.2K 0.01% 1147
2025
Q2 		$239K Buy
+2,358
New +$196K 0.01% 933
2025
Q1 		– Sell
-48,882
Closed -$5.6M – 1186
2024
Q4 		$5.6M Buy
48,882
+2,621
+6% +$289K 0.18% 139
2024
Q3 		$4.95M Buy
46,261
+3,000
+7% +$302K 0.17% 150
2024
Q2 		$4.42M Buy
43,261
+12,697
+42% +$1.24M 0.16% 154
2024
Q1 		$3.66M Buy
30,564
+1,100
+4% +$123K 0.14% 164
2023
Q4 		$3.59M Sell
29,464
-25,804
-47% -$3.01M 0.15% 169
2023
Q3 		$7.39M Sell
55,268
-287
-0.5% -$40.5K 0.32% 91
2023
Q2 		$8.27M Buy
55,555
+45,042
+428% +$6.19M 0.35% 82
2023
Q1 		$1.39M Buy
10,513
+688
+7% +$98K 0.06% 248
2022
Q4 		$1.39M Sell
9,825
-323
-3% -$45.9K 0.07% 248
2022
Q3 		$1.37M Buy
10,148
+273
+3% +$43.5K 0.07% 235
2022
Q2 		$1.53M Buy
+9,875
New +$1.72M 0.08% 217
2020
Q2 		– Sell
-40,276
Closed -$3.46M – 433
2020
Q1 		$3.46M Buy
40,276
+37,319
+1,262% +$4.9M 0.32% 79
2019
Q4 		$436K Buy
+2,957
New +$446K 0.04% 268

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
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evergreen Capital Management's WHR Position: Q4 2025 in Review

Evergreen Capital Management sold out of Whirlpool (WHR) in Q4 2025, closing a stake of 2,938 shares — an estimated $231K sold.

Evergreen Capital Management first reported a position in WHR in Q4 2019 and held it in 15 quarters. The position peaked at $8.27M in Q2 2023. 513 funds tracked by Wall St. Rank hold WHR as of Q4 2025.

  • Evergreen Capital Management reported no remaining Whirlpool position as of Q4 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 2,938 Whirlpool shares in Q4 2025, an estimated $231K.
  • Evergreen Capital Management first reported a position in Whirlpool in Q4 2019 and held it in 15 quarters.
  • Evergreen Capital Management's Whirlpool position peaked at $8.27M in Q2 2023.
  • 513 funds tracked by Wall St. Rank held Whirlpool as of Q4 2025.

Based on Evergreen Capital Management's 13F filing for Q4 2025, filed 27 Jan 2026.