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My Legacy Advisors’s Whirlpool WHR Stock Holding History

My Legacy 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
Q1 		– Sell
-2,001
Closed -$260K – 210
2024
Q4 		$260K Buy
2,001
+2
+0.1% +$221 0.1% 185
2024
Q3 		$214K Sell
1,999
-384
-16% -$38.6K 0.08% 194
2024
Q2 		$244K Buy
2,383
+75
+3% +$7.31K 0.08% 197
2024
Q1 		$276K Buy
2,308
+287
+14% +$32K 0.09% 195
2023
Q4 		$243K Sell
2,021
-50
-2% -$5.83K 0.09% 191
2023
Q3 		$267K Buy
2,071
+354
+21% +$50K 0.11% 179
2023
Q2 		$270K Buy
+1,717
New +$236K 0.11% 188

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

My Legacy Advisors's WHR Position: Q1 2025 in Review

My Legacy Advisors sold out of Whirlpool (WHR) in Q1 2025, closing a stake of 2,001 shares — an estimated $260K sold.

My Legacy Advisors first reported a position in WHR in Q2 2023 and held it in 7 quarters. The position peaked at $276K in Q1 2024. 531 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

  • My Legacy Advisors reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
  • My Legacy Advisors sold 2,001 Whirlpool shares in Q1 2025, an estimated $260K.
  • My Legacy Advisors first reported a position in Whirlpool in Q2 2023 and held it in 7 quarters.
  • My Legacy Advisors's Whirlpool position peaked at $276K in Q1 2024.
  • 531 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on My Legacy Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.