High Note Wealth’s Whirlpool WHR Stock Holding History

High Note Wealth’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 Q2	–	Sell	-37	Closed	-$3.33K	–	999
2025 Q1	$3.33K	Buy	37 +17	+85%	+$1.8K	﹤0.01%	567
2024 Q4	$2.29K	Buy	+20	New	+$2.21K	﹤0.01%	662

Other funds holding WHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

High Note Wealth's WHR Position: Q2 2025 in Review

High Note Wealth sold out of Whirlpool (WHR) in Q2 2025, closing a stake of 37 shares — an estimated $3.33K sold.

High Note Wealth first reported a position in WHR in Q4 2024 and held it in 2 quarters. The position peaked at $3.33K in Q1 2025. 537 funds tracked by Wall St. Rank hold WHR as of Q2 2025.

High Note Wealth reported no remaining Whirlpool position as of Q2 2025 after selling out during the quarter.
High Note Wealth sold 37 Whirlpool shares in Q2 2025, an estimated $3.33K.
High Note Wealth first reported a position in Whirlpool in Q4 2024 and held it in 2 quarters.
High Note Wealth's Whirlpool position peaked at $3.33K in Q1 2025.
537 funds tracked by Wall St. Rank held Whirlpool as of Q2 2025.

Based on High Note Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.