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Harmony Asset Management’s Whirlpool WHR Stock Holding History

Harmony Asset Management’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
-7,759
Closed -$610K – 187
2025
Q3 		$610K Hold
7,759
– – 0.21% 101
2025
Q2 		$787K Buy
7,759
+400
+5% +$33.3K 0.29% 84
2025
Q1 		$663K Buy
7,359
+1,100
+18% +$117K 0.28% 90
2024
Q4 		$717K Buy
6,259
+200
+3% +$22.1K 0.28% 81
2024
Q3 		$648K Buy
6,059
+2,784
+85% +$280K 0.24% 86
2024
Q2 		$335K Buy
+3,275
New +$319K 0.14% 118

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
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harmony Asset Management's WHR Position: Q4 2025 in Review

Harmony Asset Management sold out of Whirlpool (WHR) in Q4 2025, closing a stake of 7,759 shares — an estimated $610K sold.

Harmony Asset Management first reported a position in WHR in Q2 2024 and held it in 6 quarters. The position peaked at $787K in Q2 2025. 513 funds tracked by Wall St. Rank hold WHR as of Q4 2025.

  • Harmony Asset Management reported no remaining Whirlpool position as of Q4 2025 after selling out during the quarter.
  • Harmony Asset Management sold 7,759 Whirlpool shares in Q4 2025, an estimated $610K.
  • Harmony Asset Management first reported a position in Whirlpool in Q2 2024 and held it in 6 quarters.
  • Harmony Asset Management's Whirlpool position peaked at $787K in Q2 2025.
  • 513 funds tracked by Wall St. Rank held Whirlpool as of Q4 2025.

Based on Harmony Asset Management's 13F filing for Q4 2025, filed 6 Feb 2026.