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IVC Wealth Advisors’s Whirlpool WHR Stock Holding History

IVC 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
Q3 		– Sell
-2,397
Closed -$243K – 191
2025
Q2 		$243K Buy
+2,397
New +$199K 0.12% 147
2025
Q1 		– Sell
-2,062
Closed -$236K – 167
2024
Q4 		$236K Buy
+2,062
New +$228K 0.13% 139
2024
Q2 		– Sell
-1,705
Closed -$204K – 170
2024
Q1 		$204K Buy
+1,705
New +$190K 0.12% 155

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 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
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

IVC Wealth Advisors's WHR Position: Q3 2025 in Review

IVC Wealth Advisors sold out of Whirlpool (WHR) in Q3 2025, closing a stake of 2,397 shares — an estimated $243K sold.

IVC Wealth Advisors first reported a position in WHR in Q1 2024 and held it in 3 quarters. The position peaked at $243K in Q2 2025. 488 funds tracked by Wall St. Rank hold WHR as of Q3 2025.

  • IVC Wealth Advisors reported no remaining Whirlpool position as of Q3 2025 after selling out during the quarter.
  • IVC Wealth Advisors sold 2,397 Whirlpool shares in Q3 2025, an estimated $243K.
  • IVC Wealth Advisors first reported a position in Whirlpool in Q1 2024 and held it in 3 quarters.
  • IVC Wealth Advisors's Whirlpool position peaked at $243K in Q2 2025.
  • 488 funds tracked by Wall St. Rank held Whirlpool as of Q3 2025.

Based on IVC Wealth Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.