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Legacy Investment Solutions’s Whirlpool WHR Stock Holding History

Legacy Investment Solutions’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 		$5.68K Buy
+56
New +$4.66K ﹤0.01% 383
2024
Q4 		$5.7K Sell
56
-56
-50% -$6.18K ﹤0.01% 368
2024
Q3 		$12.7K Buy
+112
New +$11.3K 0.01% 277

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Legacy Investment Solutions's WHR Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Whirlpool (WHR) in Q2 2025: 56 shares worth $5.68K. The stake represents ﹤0.01% of the portfolio and ranks #383 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in WHR as recently as Q4 2024.

Legacy Investment Solutions first reported a position in WHR in Q3 2024 and has held it in 3 quarters since. The position peaked at $12.7K in Q3 2024. 537 funds tracked by Wall St. Rank hold WHR as of Q2 2025.

  • Legacy Investment Solutions held 56 shares of Whirlpool worth $5.68K as of Q2 2025.
  • Whirlpool was a new Legacy Investment Solutions position in Q2 2025.
  • Whirlpool made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #383 holding.
  • Legacy Investment Solutions first reported a position in Whirlpool in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Whirlpool position peaked at $12.7K in Q3 2024.
  • 537 funds tracked by Wall St. Rank held Whirlpool as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.