MAG
WHR icon

Members Advisory Group’s Whirlpool WHR Stock Holding History

Members Advisory Group’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
-5,297
Closed -$416K – 45
2025
Q3 		$416K Sell
5,297
-557
-10% -$51.1K 0.15% 31
2025
Q2 		$594K Buy
5,854
+7
+0.1% +$582 0.22% 27
2025
Q1 		$527K Buy
5,847
+264
+5% +$28K 0.22% 25
2024
Q4 		$647K Sell
5,583
-47
-0.8% -$5.19K 0.27% 25
2024
Q3 		$603K Sell
5,630
-135
-2% -$13.6K 0.3% 24
2024
Q2 		$591K Buy
+5,765
New +$562K 0.32% 24

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

Members Advisory Group's WHR Position: Q4 2025 in Review

Members Advisory Group sold out of Whirlpool (WHR) in Q4 2025, closing a stake of 5,297 shares — an estimated $416K sold.

Members Advisory Group first reported a position in WHR in Q2 2024 and held it in 6 quarters. The position peaked at $647K in Q4 2024. 513 funds tracked by Wall St. Rank hold WHR as of Q4 2025.

  • Members Advisory Group reported no remaining Whirlpool position as of Q4 2025 after selling out during the quarter.
  • Members Advisory Group sold 5,297 Whirlpool shares in Q4 2025, an estimated $416K.
  • Members Advisory Group first reported a position in Whirlpool in Q2 2024 and held it in 6 quarters.
  • Members Advisory Group's Whirlpool position peaked at $647K in Q4 2024.
  • 513 funds tracked by Wall St. Rank held Whirlpool as of Q4 2025.

Based on Members Advisory Group's 13F filing for Q4 2025, filed 27 Jan 2026.