Harbor Investment Advisory’s Whirlpool WHR Stock Holding History

Harbor Investment Advisory’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	-68	Closed	-$5.34K	–	1274
2025 Q3	$5.34K	Hold	68	–	–	﹤0.01%	1000
2025 Q2	$6.9K	Hold	68	–	–	﹤0.01%	952
2025 Q1	$6.13K	Hold	68	–	–	﹤0.01%	952
2024 Q4	$7.79K	Hold	68	–	–	﹤0.01%	915
2024 Q3	$7.28K	Hold	68	–	–	﹤0.01%	930
2024 Q2	$6.95K	Sell	68 -9	-12%	-$877	﹤0.01%	921
2024 Q1	$9.21K	Hold	77	–	–	﹤0.01%	873
2023 Q4	$9.38K	Hold	77	–	–	﹤0.01%	839
2023 Q3	$10.3K	Hold	77	–	–	﹤0.01%	811
2023 Q2	$11.5K	Hold	77	–	–	﹤0.01%	1002
2023 Q1	$10.2K	Sell	77 -4	-5%	-$570	﹤0.01%	1024
2022 Q4	$11.5K	Hold	81	–	–	﹤0.01%	994
2022 Q3	$11K	Buy	81 +4	+5%	+$637	﹤0.01%	1030
2022 Q2	$12K	Hold	77	–	–	﹤0.01%	1007
2022 Q1	$13K	Hold	77	–	–	﹤0.01%	1024
2021 Q4	$18K	Hold	77	–	–	﹤0.01%	958
2021 Q3	$16K	Hold	77	–	–	﹤0.01%	984
2021 Q2	$17K	Hold	77	–	–	﹤0.01%	931
2021 Q1	$17K	Hold	77	–	–	﹤0.01%	901
2020 Q4	$14K	Hold	77	–	–	﹤0.01%	882
2020 Q3	$14K	Hold	77	–	–	﹤0.01%	810
2020 Q2	$10K	Buy	77 +9	+13%	+$1.03K	﹤0.01%	792
2020 Q1	$6K	Hold	68	–	–	﹤0.01%	843
2019 Q4	$10K	Buy	+68	New	+$10.3K	﹤0.01%	642

Other funds holding WHR

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

Harbor Investment Advisory's WHR Position: Q4 2025 in Review

Harbor Investment Advisory sold out of Whirlpool (WHR) in Q4 2025, closing a stake of 68 shares — an estimated $5.34K sold.

Harbor Investment Advisory first reported a position in WHR in Q4 2019 and held it in 24 quarters. The position peaked at $18K in Q4 2021. 512 funds tracked by Wall St. Rank hold WHR as of Q4 2025.

Harbor Investment Advisory reported no remaining Whirlpool position as of Q4 2025 after selling out during the quarter.
Harbor Investment Advisory sold 68 Whirlpool shares in Q4 2025, an estimated $5.34K.
Harbor Investment Advisory first reported a position in Whirlpool in Q4 2019 and held it in 24 quarters.
Harbor Investment Advisory's Whirlpool position peaked at $18K in Q4 2021.
512 funds tracked by Wall St. Rank held Whirlpool as of Q4 2025.

Based on Harbor Investment Advisory's 13F filing for Q4 2025, filed 7 Jan 2026.