Madison Asset Management’s Whirlpool WHR Stock Holding History

Madison Asset Management’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	-7,190	Closed	-$823K	–	367
2024 Q4	$823K	Buy	+7,190	New	+$793K	0.01%	290
2020 Q4	–	Sell	-13,300	Closed	-$2.45M	–	308
2020 Q3	$2.45M	Hold	13,300	–	–	0.04%	210
2020 Q2	$1.72M	Hold	13,300	–	–	0.03%	217
2020 Q1	$1.14M	Hold	13,300	–	–	0.02%	218
2019 Q4	$1.96M	Buy	+13,300	New	+$2.01M	0.03%	236

Other funds holding WHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Madison Asset Management's WHR Position: Q1 2025 in Review

Madison Asset Management sold out of Whirlpool (WHR) in Q1 2025, closing a stake of 7,190 shares — an estimated $823K sold.

Madison Asset Management first reported a position in WHR in Q4 2019 and held it in 5 quarters. The position peaked at $2.45M in Q3 2020. 531 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

Madison Asset Management reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
Madison Asset Management sold 7,190 Whirlpool shares in Q1 2025, an estimated $823K.
Madison Asset Management first reported a position in Whirlpool in Q4 2019 and held it in 5 quarters.
Madison Asset Management's Whirlpool position peaked at $2.45M in Q3 2020.
531 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on Madison Asset Management's 13F filing for Q1 2025, filed 6 May 2025.