NFSG
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Newbridge Financial Services Group’s Whirlpool WHR Stock Holding History

Newbridge Financial Services Group’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 		$146K Buy
+2,700
New +$198K 0.02% 260
2024
Q3 		– Sell
-600
Closed -$61.3K – 1123
2024
Q2 		$61.3K Buy
+600
New +$58.5K 0.02% 343
2024
Q1 		– Sell
-40
Closed -$4.87K – 1316
2023
Q4 		$4.87K Hold
40
– – ﹤0.01% 863
2023
Q3 		$5.35K Hold
40
– – ﹤0.01% 939
2023
Q2 		$5.95K Hold
40
– – ﹤0.01% 981
2023
Q1 		$5.28K Hold
40
– – ﹤0.01% 1053
2022
Q4 		$5.66K Sell
40
-100
-71% -$14.2K ﹤0.01% 1037
2022
Q3 		$19K Buy
140
+50
+56% +$7.96K 0.01% 718
2022
Q2 		$14K Hold
90
– – 0.01% 768
2022
Q1 		$16K Buy
90
+50
+125% +$10.1K 0.01% 794
2021
Q4 		$9K Buy
+40
New +$8.79K ﹤0.01% 949

Other funds holding WHR

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return