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Heritage Wealth Advisors’s Whirlpool WHR Stock Holding History

Heritage Wealth 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
Q1 		– Sell
-8
Closed -$916 – 648
2024
Q4 		$916 Buy
8
+1
+14% +$110 ﹤0.01% 579
2024
Q3 		$749 Buy
+7
New +$704 ﹤0.01% 579

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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's WHR Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Whirlpool (WHR) in Q1 2025, closing a stake of 8 shares — an estimated $916 sold.

Heritage Wealth Advisors first reported a position in WHR in Q3 2024 and held it in 2 quarters. The position peaked at $916 in Q4 2024. 531 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

  • Heritage Wealth Advisors reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 8 Whirlpool shares in Q1 2025, an estimated $916.
  • Heritage Wealth Advisors first reported a position in Whirlpool in Q3 2024 and held it in 2 quarters.
  • Heritage Wealth Advisors's Whirlpool position peaked at $916 in Q4 2024.
  • 531 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.