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Moneta Group Investment Advisors’s Whirlpool WHR Stock Holding History

Moneta Group 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
2025
Q2 		– Sell
-4,744
Closed -$428K – 732
2025
Q1 		$428K Buy
4,744
+90
+2% +$9.54K 0.01% 451
2024
Q4 		$533K Sell
4,654
-881
-16% -$97.2K 0.01% 403
2024
Q3 		$592K Buy
+5,535
New +$556K 0.01% 374

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

Moneta Group Investment Advisors's WHR Position: Q2 2025 in Review

Moneta Group Investment Advisors sold out of Whirlpool (WHR) in Q2 2025, closing a stake of 4,744 shares — an estimated $428K sold.

Moneta Group Investment Advisors first reported a position in WHR in Q3 2024 and held it in 3 quarters. The position peaked at $592K in Q3 2024. 537 funds tracked by Wall St. Rank hold WHR as of Q2 2025.

  • Moneta Group Investment Advisors reported no remaining Whirlpool position as of Q2 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 4,744 Whirlpool shares in Q2 2025, an estimated $428K.
  • Moneta Group Investment Advisors first reported a position in Whirlpool in Q3 2024 and held it in 3 quarters.
  • Moneta Group Investment Advisors's Whirlpool position peaked at $592K in Q3 2024.
  • 537 funds tracked by Wall St. Rank held Whirlpool as of Q2 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.