NewSquare Capital’s Whirlpool WHR Stock Holding History

NewSquare 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 Q2	–	Hold	0	–	–	–	1396
2025 Q1	–	Hold	0	–	–	–	1250
2020 Q3	–	Sell	-12	Closed	-$2K	–	427
2020 Q2	$2K	Buy	+12	New	+$1.37K	﹤0.01%	330
2017 Q2	–	Sell	-500	Closed	-$86K	–	339
2017 Q1	$86K	Hold	500	–	–	0.02%	117
2016 Q4	$91K	Sell	500 -50	-9%	-$8.28K	0.02%	131
2016 Q3	$89K	Buy	550 +50	+10%	+$8.86K	0.02%	135
2016 Q2	$83K	Hold	500	–	–	0.02%	141
2016 Q1	$90K	Buy	+500	New	+$74.5K	0.03%	143

Other funds holding WHR

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

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

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return