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Focus Financial Network’s Whirlpool WHR Stock Holding History

Focus Financial Network’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
-2,472
Closed -$223K – 733
2025
Q1 		$223K Sell
2,472
-2,710
-52% -$287K 0.01% 627
2024
Q4 		$593K Buy
5,182
+2,285
+79% +$252K 0.02% 384
2024
Q3 		$310K Buy
+2,897
New +$291K 0.01% 538

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

Focus Financial Network's WHR Position: Q2 2025 in Review

Focus Financial Network sold out of Whirlpool (WHR) in Q2 2025, closing a stake of 2,472 shares — an estimated $223K sold.

Focus Financial Network first reported a position in WHR in Q3 2024 and held it in 3 quarters. The position peaked at $593K in Q4 2024. 537 funds tracked by Wall St. Rank hold WHR as of Q2 2025.

  • Focus Financial Network reported no remaining Whirlpool position as of Q2 2025 after selling out during the quarter.
  • Focus Financial Network sold 2,472 Whirlpool shares in Q2 2025, an estimated $223K.
  • Focus Financial Network first reported a position in Whirlpool in Q3 2024 and held it in 3 quarters.
  • Focus Financial Network's Whirlpool position peaked at $593K in Q4 2024.
  • 537 funds tracked by Wall St. Rank held Whirlpool as of Q2 2025.

Based on Focus Financial Network's 13F filing for Q2 2025, filed 10 Jul 2025.