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Harvest Investment Advisors’s Whirlpool WHR Stock Holding History

Harvest Investment Advisors’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 		$1.28M Buy
+17,765
New +$1.31M 0.73% 52
2025
Q2 		$1.59M Buy
15,665
+1,568
+11% +$130K 1.02% 36
2025
Q1 		$1.27M Buy
14,097
+2,655
+23% +$282K 0.92% 44
2024
Q4 		$1.31M Sell
11,442
-50
-0.4% -$5.52K 0.91% 43
2024
Q3 		$1.23M Buy
11,492
+1,390
+14% +$140K 0.84% 48
2024
Q2 		$1.03M Buy
10,102
+535
+6% +$52.1K 0.76% 51
2024
Q1 		$1.14M Buy
9,567
+330
+4% +$36.8K 0.86% 50
2023
Q4 		$1.12M Buy
9,237
+274
+3% +$31.9K 0.9% 49
2023
Q3 		$1.2M Buy
8,963
+98
+1% +$13.8K 1.07% 42
2023
Q2 		$1.32M Buy
8,865
+45
+0.5% +$6.18K 1.13% 35
2023
Q1 		$1.16M Buy
8,820
+194
+2% +$27.6K 1.04% 45
2022
Q4 		$1.22M Buy
+8,626
New +$1.23M 1.15% 42

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $5.93B AUM 44.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Investment Advisors's WHR Position: Q4 2025 in Review

Harvest Investment Advisors opened a new position in Whirlpool (WHR) in Q4 2025: 17,765 shares worth $1.28M. The stake represents 0.73% of the portfolio and ranks #52 among its holdings. This is a return to the name: Harvest Investment Advisors previously reported a position in WHR as recently as Q2 2025.

Harvest Investment Advisors first reported a position in WHR in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.59M in Q2 2025. 510 funds tracked by Wall St. Rank hold WHR as of Q4 2025.

  • Harvest Investment Advisors held 17,765 shares of Whirlpool worth $1.28M as of Q4 2025.
  • Whirlpool was a new Harvest Investment Advisors position in Q4 2025.
  • Whirlpool made up 0.73% of Harvest Investment Advisors's portfolio in Q4 2025, its #52 holding.
  • Harvest Investment Advisors first reported a position in Whirlpool in Q4 2022 and has held it in 12 quarters since.
  • Harvest Investment Advisors's Whirlpool position peaked at $1.59M in Q2 2025.
  • 510 funds tracked by Wall St. Rank held Whirlpool as of Q4 2025.

Based on Harvest Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.