MOTCO’s Whirlpool WHR Stock Holding History

MOTCO’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
2026 Q1	–	Sell	-4	Closed	-$289	–	678
2025 Q4	$289	Hold	4	–	–	﹤0.01%	623
2025 Q3	$314	Hold	4	–	–	﹤0.01%	635
2025 Q2	$332	Hold	4	–	–	﹤0.01%	602
2025 Q1	$361	Buy	+4	New	+$424	﹤0.01%	586
2024 Q4	–	Sell	-59	Closed	-$6.31K	–	598
2024 Q3	$6.31K	Buy	+59	New	+$5.93K	﹤0.01%	509
2023 Q3	–	Sell	-6	Closed	-$893	–	961
2023 Q2	$893	Buy	+6	New	+$824	﹤0.01%	784
2019 Q3	–	Sell	-48	Closed	-$7K	–	749
2019 Q2	$7K	Buy	+48	New	+$6.44K	﹤0.01%	666
2018 Q2	–	Sell	-101	Closed	-$15K	–	538
2018 Q1	$15K	Buy	+101	New	+$16.9K	﹤0.01%	431
2017 Q2	–	Sell	-78	Closed	-$13K	–	642
2017 Q1	$13K	Buy	78 +28	+56%	+$4.97K	﹤0.01%	470
2016 Q4	$9K	Sell	50 -250	-83%	-$41.4K	﹤0.01%	511
2016 Q3	$49K	Buy	+300	New	+$53.1K	0.01%	303
2015 Q4	–	Sell	-12	Closed	-$2K	–	548
2015 Q3	$2K	Buy	+12	New	+$2.03K	﹤0.01%	569

Other funds holding WHR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Primecap Management

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newport Trust Company

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

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return