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Greenleaf Trust’s Whirlpool WHR Stock Holding History

Greenleaf Trust’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
-5,584
Closed -$503K – 850
2025
Q1 		$503K Buy
5,584
+3,133
+128% +$332K ﹤0.01% 495
2024
Q4 		$281K Buy
2,451
+1
+0% +$110 ﹤0.01% 672
2024
Q3 		$262K Buy
2,450
+356
+17% +$35.8K ﹤0.01% 711
2024
Q2 		$214K Buy
2,094
+214
+11% +$20.9K ﹤0.01% 742
2024
Q1 		$225K Buy
1,880
+141
+8% +$15.7K ﹤0.01% 710
2023
Q4 		$212K Sell
1,739
-115
-6% -$13.4K ﹤0.01% 710
2023
Q3 		$248K Buy
1,854
+21
+1% +$2.97K ﹤0.01% 640
2023
Q2 		$273K Buy
1,833
+22
+1% +$3.02K ﹤0.01% 623
2023
Q1 		$239K Buy
1,811
+16
+0.9% +$2.28K ﹤0.01% 677
2022
Q4 		$254K Sell
1,795
-64
-3% -$9.1K ﹤0.01% 641
2022
Q3 		$251K Sell
1,859
-69
-4% -$11K ﹤0.01% 600
2022
Q2 		$299K Sell
1,928
-129
-6% -$22.4K ﹤0.01% 555
2022
Q1 		$355K Sell
2,057
-34
-2% -$6.89K ﹤0.01% 531
2021
Q4 		$491K Buy
2,091
+31
+2% +$6.81K 0.01% 421
2021
Q3 		$420K Buy
2,060
+60
+3% +$13.2K 0.01% 453
2021
Q2 		$436K Buy
2,000
+80
+4% +$18.6K 0.01% 438
2021
Q1 		$423K Buy
1,920
+256
+15% +$50.8K 0.01% 431
2020
Q4 		$300K Buy
1,664
+26
+2% +$4.98K ﹤0.01% 456
2020
Q3 		$301K Buy
1,638
+21
+1% +$3.49K ﹤0.01% 415
2020
Q2 		$209K Buy
+1,617
New +$185K ﹤0.01% 501
2018
Q1 		– Sell
-47
Closed -$8K – 669
2017
Q4 		$8K Sell
47
-64
-58% -$10.8K ﹤0.01% 670
2017
Q3 		$20K Buy
+111
New +$19.8K ﹤0.01% 578

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
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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Greenleaf Trust's WHR Position: Q2 2025 in Review

Greenleaf Trust sold out of Whirlpool (WHR) in Q2 2025, closing a stake of 5,584 shares — an estimated $503K sold.

Greenleaf Trust first reported a position in WHR in Q3 2017 and held it in 22 quarters. The position peaked at $503K in Q1 2025. 538 funds tracked by Wall St. Rank hold WHR as of Q2 2025.

  • Greenleaf Trust reported no remaining Whirlpool position as of Q2 2025 after selling out during the quarter.
  • Greenleaf Trust sold 5,584 Whirlpool shares in Q2 2025, an estimated $503K.
  • Greenleaf Trust first reported a position in Whirlpool in Q3 2017 and held it in 22 quarters.
  • Greenleaf Trust's Whirlpool position peaked at $503K in Q1 2025.
  • 538 funds tracked by Wall St. Rank held Whirlpool as of Q2 2025.

Based on Greenleaf Trust's 13F filing for Q2 2025, filed 17 Jul 2025.