Greenwood Capital Associates’s Whirlpool WHR Stock Holding History

Greenwood Capital Associates’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	$1.03M	Buy	19,131 +4,250	+29%	+$312K	0.11%	147
2025 Q4	$1.07M	Buy	14,881 +737	+5%	+$54.4K	0.12%	143
2025 Q3	$1.11M	Buy	14,144 +6,208	+78%	+$570K	0.13%	132
2025 Q2	$805K	Buy	7,936 +45	+0.6%	+$3.74K	0.1%	151
2025 Q1	$711K	Buy	7,891 +588	+8%	+$62.4K	0.1%	154
2024 Q4	$836K	Sell	7,303 -1	-0%	-$110	0.11%	150
2024 Q3	$782K	Buy	+7,304	New	+$734K	0.1%	156
2023 Q4	–	Sell	-6,836	Closed	-$914K	–	272
2023 Q3	$914K	Buy	+6,836	New	+$965K	0.13%	143
2021 Q2	–	Sell	-1,595	Closed	-$351K	–	235
2021 Q1	$351K	Sell	1,595 -582	-27%	-$116K	0.06%	193
2020 Q4	$393K	Buy	2,177 +678	+45%	+$130K	0.07%	176
2020 Q3	$276K	Buy	+1,499	New	+$249K	0.05%	168
2018 Q1	–	Sell	-2,411	Closed	-$407K	–	228
2017 Q4	$407K	Sell	2,411 -37	-2%	-$6.27K	0.09%	129
2017 Q3	$452K	Buy	2,448 +1,249	+104%	+$223K	0.11%	116
2017 Q2	$230K	Buy	+1,199	New	+$219K	0.06%	167
2014 Q2	–	Sell	-1,700	Closed	-$254K	–	153
2014 Q1	$254K	Buy	+1,700	New	+$246K	0.08%	118

Other funds holding WHR

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

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

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