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Independent Advisor Alliance’s Whirlpool WHR Stock Holding History

Independent Advisor Alliance’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
-2,483
Closed -$284K – 1369
2024
Q4 		$284K Buy
2,483
+44
+2% +$4.86K ﹤0.01% 1160
2024
Q3 		$261K Sell
2,439
-3
-0.1% -$302 0.01% 606
2024
Q2 		$250K Sell
2,442
-42
-2% -$4.09K 0.01% 619
2024
Q1 		$297K Sell
2,484
-52
-2% -$5.8K 0.01% 572
2023
Q4 		$309K Sell
2,536
-55
-2% -$6.41K 0.01% 544
2023
Q3 		$346K Sell
2,591
-74
-3% -$10.5K 0.02% 485
2023
Q2 		$397K Buy
2,665
+787
+42% +$108K 0.02% 473
2023
Q1 		$248K Buy
+1,878
New +$267K 0.01% 561
2022
Q4 		– Sell
-1,666
Closed -$225K – 630
2022
Q3 		$225K Sell
1,666
-191
-10% -$30.4K 0.01% 555
2022
Q2 		$288K Buy
1,857
+279
+18% +$48.5K 0.02% 495
2022
Q1 		$273K Sell
1,578
-4,704
-75% -$953K 0.01% 519
2021
Q4 		$1.47M Buy
6,282
+116
+2% +$25.5K 0.07% 214
2021
Q3 		$1.26M Buy
6,166
+59
+1% +$12.9K 0.07% 227
2021
Q2 		$1.33M Buy
6,107
+291
+5% +$67.8K 0.07% 218
2021
Q1 		$1.28M Buy
5,816
+182
+3% +$36.1K 0.08% 213
2020
Q4 		$1.02M Buy
5,634
+1,838
+48% +$352K 0.07% 213
2020
Q3 		$698K Buy
+3,796
New +$631K 0.05% 235
2019
Q1 		– Sell
-2,575
Closed -$275K – 474
2018
Q4 		$275K Buy
+2,575
New +$292K 0.05% 306
2017
Q3 		– Sell
-1,401
Closed -$270K – 282
2017
Q2 		$270K Buy
+1,401
New +$256K 0.09% 199

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Independent Advisor Alliance's WHR Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Whirlpool (WHR) in Q1 2025, closing a stake of 2,483 shares — an estimated $284K sold.

Independent Advisor Alliance first reported a position in WHR in Q2 2017 and held it in 19 quarters. The position peaked at $1.47M in Q4 2021. 533 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

  • Independent Advisor Alliance reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,483 Whirlpool shares in Q1 2025, an estimated $284K.
  • Independent Advisor Alliance first reported a position in Whirlpool in Q2 2017 and held it in 19 quarters.
  • Independent Advisor Alliance's Whirlpool position peaked at $1.47M in Q4 2021.
  • 533 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.