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Horizon Investments’s Whirlpool WHR Stock Holding History

Horizon Investments’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
-31
Closed -$2.79K – 1140
2025
Q1 		$2.79K Buy
31
+29
+1,450% +$3.08K ﹤0.01% 707
2024
Q4 		$229 Buy
+2
New +$221 ﹤0.01% 862
2024
Q1 		– Sell
-1,117
Closed -$136K – 864
2023
Q4 		$136K Buy
1,117
+125
+13% +$14.6K ﹤0.01% 586
2023
Q3 		$133K Buy
992
+10
+1% +$1.41K ﹤0.01% 587
2023
Q2 		$146K Buy
982
+42
+4% +$5.77K ﹤0.01% 580
2023
Q1 		$124K Buy
+940
New +$134K ﹤0.01% 585
2022
Q2 		– Sell
-2,039
Closed -$352K – 553
2022
Q1 		$352K Buy
+2,039
New +$413K 0.01% 411
2021
Q4 		– Sell
-13,563
Closed -$2.77M – 517
2021
Q3 		$2.77M Buy
13,563
+11,775
+659% +$2.58M 0.07% 122
2021
Q2 		$390K Sell
1,788
-514
-22% -$120K 0.01% 358
2021
Q1 		$507K Buy
+2,302
New +$457K 0.02% 296
2019
Q3 		– Sell
-2,735
Closed -$389K – 554
2019
Q2 		$389K Buy
2,735
+743
+37% +$99.6K 0.01% 310
2019
Q1 		$262K Buy
+1,992
New +$263K 0.01% 298
2016
Q4 		– Sell
-1,408
Closed -$228K – 193
2016
Q3 		$228K Buy
+1,408
New +$249K 0.02% 104

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Horizon Investments's WHR Position: Q2 2025 in Review

Horizon Investments sold out of Whirlpool (WHR) in Q2 2025, closing a stake of 31 shares — an estimated $2.79K sold.

Horizon Investments first reported a position in WHR in Q3 2016 and held it in 13 quarters. The position peaked at $2.77M in Q3 2021. 539 funds tracked by Wall St. Rank hold WHR as of Q2 2025.

  • Horizon Investments reported no remaining Whirlpool position as of Q2 2025 after selling out during the quarter.
  • Horizon Investments sold 31 Whirlpool shares in Q2 2025, an estimated $2.79K.
  • Horizon Investments first reported a position in Whirlpool in Q3 2016 and held it in 13 quarters.
  • Horizon Investments's Whirlpool position peaked at $2.77M in Q3 2021.
  • 539 funds tracked by Wall St. Rank held Whirlpool as of Q2 2025.

Based on Horizon Investments's 13F filing for Q2 2025, filed 14 Aug 2025.