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Madison Investment Advisors’s Whirlpool WHR Stock Holding History

Madison Investment 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
2024
Q4 		$823K Buy
+7,190
New +$793K 0.01% 290

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Madison Investment Advisors's WHR Position: Q4 2024 in Review

Madison Investment Advisors opened a new position in Whirlpool (WHR) in Q4 2024: 7,190 shares worth $823K. The stake represents 0.01% of the portfolio and ranks #290 among its holdings.

544 funds tracked by Wall St. Rank hold WHR as of Q4 2024.

  • Madison Investment Advisors held 7,190 shares of Whirlpool worth $823K as of Q4 2024.
  • Whirlpool was a new Madison Investment Advisors position in Q4 2024.
  • Whirlpool made up 0.01% of Madison Investment Advisors's portfolio in Q4 2024, its #290 holding.
  • 544 funds tracked by Wall St. Rank held Whirlpool as of Q4 2024.

Based on Madison Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.