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Napatree Capital’s Whirlpool WHR Stock Holding History

Napatree Capital’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 		$280K Buy
3,110
+368
+13% +$39K 0.16% 157
2024
Q4 		$314K Buy
2,742
+796
+41% +$87.8K 0.18% 139
2024
Q3 		$208K Sell
1,946
-134
-6% -$13.5K 0.15% 154
2024
Q2 		$213K Buy
+2,080
New +$203K 0.17% 134
2024
Q1 		– Sell
-2,017
Closed -$246K – 124
2023
Q4 		$246K Buy
+2,017
New +$235K 0.25% 103

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

Napatree Capital's WHR Position: Q1 2025 in Review

Napatree Capital increased its Whirlpool (WHR) stake by 13% in Q1 2025, buying an estimated $39K and bringing the position to 3,110 shares worth $280K. The position accounts for 0.16% of the portfolio, ranked #157.

Napatree Capital first reported a position in WHR in Q4 2023 and has held it in 5 quarters since. The position peaked at $314K in Q4 2024. 532 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

  • Napatree Capital held 3,110 shares of Whirlpool worth $280K as of Q1 2025.
  • Napatree Capital bought 368 Whirlpool shares in Q1 2025, an estimated $39K.
  • Whirlpool made up 0.16% of Napatree Capital's portfolio in Q1 2025, its #157 holding.
  • Napatree Capital first reported a position in Whirlpool in Q4 2023 and has held it in 5 quarters since.
  • Napatree Capital's Whirlpool position peaked at $314K in Q4 2024.
  • 532 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on Napatree Capital's 13F filing for Q1 2025, filed 2 May 2025.