FORA Capital’s Whirlpool WHR Stock Holding History

FORA Capital’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	-2,782	Closed	-$219K	–	673
2025 Q3	$219K	Buy	+2,782	New	+$255K	0.04%	426
2024 Q3	–	Sell	-17,173	Closed	-$1.76M	–	597
2024 Q2	$1.76M	Sell	17,173 -26,827	-61%	-$2.61M	0.21%	152
2024 Q1	$5.26M	Buy	44,000 +28,216	+179%	+$3.15M	0.43%	76
2023 Q4	$1.92M	Buy	+15,784	New	+$1.84M	0.17%	165
2023 Q2	–	Sell	-4,828	Closed	-$637K	–	638
2023 Q1	$637K	Buy	4,828 +2,737	+131%	+$390K	0.06%	315
2022 Q4	$296K	Buy	+2,091	New	+$297K	0.05%	361
2022 Q3	–	Sell	-7,341	Closed	-$1.14M	–	598
2022 Q2	$1.14M	Buy	+7,341	New	+$1.28M	0.23%	144
2022 Q1	–	Sell	-1,634	Closed	-$383K	–	647
2021 Q4	$383K	Buy	+1,634	New	+$359K	0.15%	185
2021 Q3	–	Sell	-1,911	Closed	-$417K	–	879
2021 Q2	$417K	Buy	1,911 +1,279	+202%	+$298K	0.08%	297
2021 Q1	$139K	Buy	+632	New	+$125K	0.05%	350
2020 Q3	–	Sell	-1,448	Closed	-$188K	–	1020
2020 Q2	$188K	Buy	+1,448	New	+$166K	0.06%	357

Other funds holding WHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FORA Capital's WHR Position: Q4 2025 in Review

FORA Capital sold out of Whirlpool (WHR) in Q4 2025, closing a stake of 2,782 shares — an estimated $219K sold.

FORA Capital first reported a position in WHR in Q2 2020 and held it in 11 quarters. The position peaked at $5.26M in Q1 2024. 510 funds tracked by Wall St. Rank hold WHR as of Q4 2025.

FORA Capital reported no remaining Whirlpool position as of Q4 2025 after selling out during the quarter.
FORA Capital sold 2,782 Whirlpool shares in Q4 2025, an estimated $219K.
FORA Capital first reported a position in Whirlpool in Q2 2020 and held it in 11 quarters.
FORA Capital's Whirlpool position peaked at $5.26M in Q1 2024.
510 funds tracked by Wall St. Rank held Whirlpool as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.