Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Whirlpool WHR Stock Holding History

Kovitz Investment Group Partners’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
-129,479
Closed -$10.2M – 1339
2025
Q3 		$10.2M Buy
129,479
+35,428
+38% +$3.25M 0.04% 330
2025
Q2 		$9.54M Buy
94,051
+408
+0.4% +$33.9K 0.04% 319
2025
Q1 		$8.44M Buy
93,643
+1,486
+2% +$158K 0.04% 301
2024
Q4 		$10.6M Buy
92,157
+3,878
+4% +$428K 0.05% 255
2024
Q3 		$9.39M Buy
88,279
+6,794
+8% +$683K 0.07% 240
2024
Q2 		$8.33M Sell
81,485
-25
-0% -$2.44K 0.07% 206
2024
Q1 		$9.75M Buy
81,510
+32,923
+68% +$3.67M 0.12% 119
2023
Q4 		$5.92M Sell
48,587
-3,578
-7% -$417K 0.1% 125
2023
Q3 		$6.97M Sell
52,165
-418
-0.8% -$59K 0.13% 97
2023
Q2 		$7.82M Sell
52,583
-277
-0.5% -$38K 0.11% 90
2023
Q1 		$6.98M Buy
52,860
+4,290
+9% +$611K 0.12% 106
2022
Q4 		$6.87M Sell
48,570
-152
-0.3% -$21.6K 0.14% 108
2022
Q3 		$6.57M Sell
48,722
-242
-0.5% -$38.5K 0.15% 93
2022
Q2 		$7.58M Buy
48,964
+171
+0.4% +$29.7K 0.17% 91
2022
Q1 		$8.43M Buy
48,793
+2,910
+6% +$590K 0.16% 93
2021
Q4 		$8.28M Sell
45,883
-792
-2% -$174K 0.2% 77
2021
Q3 		$9.52M Sell
46,675
-201
-0.4% -$44.1K 0.19% 76
2021
Q2 		$10.2M Sell
46,876
-103
-0.2% -$24K 0.2% 73
2021
Q1 		$10.4M Buy
46,979
+1,097
+2% +$218K 0.24% 64
2020
Q4 		$8.28M Sell
45,882
-2,131
-4% -$408K 0.2% 76
2020
Q3 		$8.83M Sell
48,013
-669
-1% -$111K 0.25% 65
2020
Q2 		$6.31M Sell
48,682
-1,580
-3% -$181K 0.19% 87
2020
Q1 		$4.31M Sell
50,262
-986
-2% -$130K 0.16% 104
2019
Q4 		$7.56M Sell
51,248
-267
-0.5% -$40.3K 0.22% 77
2019
Q3 		$8.16M Buy
51,515
+233
+0.5% +$33.5K 0.26% 69
2019
Q2 		$7.3M Sell
51,282
-595
-1% -$79.8K 0.23% 69
2019
Q1 		$6.89M Buy
51,877
+1,180
+2% +$156K 0.22% 74
2018
Q4 		$5.42M Buy
+50,697
New +$5.75M 0.21% 77

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

Kovitz Investment Group Partners's WHR Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Whirlpool (WHR) in Q4 2025, closing a stake of 129,479 shares — an estimated $10.2M sold.

Kovitz Investment Group Partners first reported a position in WHR in Q4 2018 and held it in 28 quarters. The position peaked at $10.6M in Q4 2024. 512 funds tracked by Wall St. Rank hold WHR as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Whirlpool position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 129,479 Whirlpool shares in Q4 2025, an estimated $10.2M.
  • Kovitz Investment Group Partners first reported a position in Whirlpool in Q4 2018 and held it in 28 quarters.
  • Kovitz Investment Group Partners's Whirlpool position peaked at $10.6M in Q4 2024.
  • 512 funds tracked by Wall St. Rank held Whirlpool as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.