KWA
WHR icon

Kingswood Wealth Advisors’s Whirlpool WHR Stock Holding History

Kingswood 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
Q4 		– Sell
-2,938
Closed -$231K – 920
2025
Q3 		$231K Sell
2,938
-80
-3% -$7.34K 0.01% 717
2025
Q2 		$306K Sell
3,018
-159
-5% -$13.2K 0.02% 563
2025
Q1 		$286K Sell
3,177
-257
-7% -$27.3K 0.03% 565
2024
Q4 		$393K Buy
+3,434
New +$379K 0.03% 518
2024
Q2 		– Sell
-2,183
Closed -$261K – 716
2024
Q1 		$261K Buy
+2,183
New +$243K 0.03% 524

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
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kingswood Wealth Advisors's WHR Position: Q4 2025 in Review

Kingswood Wealth Advisors sold out of Whirlpool (WHR) in Q4 2025, closing a stake of 2,938 shares — an estimated $231K sold.

Kingswood Wealth Advisors first reported a position in WHR in Q1 2024 and held it in 5 quarters. The position peaked at $393K in Q4 2024. 512 funds tracked by Wall St. Rank hold WHR as of Q4 2025.

  • Kingswood Wealth Advisors reported no remaining Whirlpool position as of Q4 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 2,938 Whirlpool shares in Q4 2025, an estimated $231K.
  • Kingswood Wealth Advisors first reported a position in Whirlpool in Q1 2024 and held it in 5 quarters.
  • Kingswood Wealth Advisors's Whirlpool position peaked at $393K in Q4 2024.
  • 512 funds tracked by Wall St. Rank held Whirlpool as of Q4 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.