MYIA
WHR icon

Mount Yale Investment Advisors’s Whirlpool WHR Stock Holding History

Mount Yale 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
Q3 		– Sell
-229
Closed -$23.2K – 1605
2025
Q2 		$23.2K Buy
+229
New +$19.1K ﹤0.01% 1015

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's WHR Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Whirlpool (WHR) in Q3 2025, closing a stake of 229 shares — an estimated $23.2K sold.

Mount Yale Investment Advisors first reported a position in WHR in Q2 2025 and held it in 1 quarter. The position peaked at $23.2K in Q2 2025. 488 funds tracked by Wall St. Rank hold WHR as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Whirlpool position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 229 Whirlpool shares in Q3 2025, an estimated $23.2K.
  • Mount Yale Investment Advisors first reported a position in Whirlpool in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Whirlpool position peaked at $23.2K in Q2 2025.
  • 488 funds tracked by Wall St. Rank held Whirlpool as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.