North Capital’s Whirlpool WHR Stock Holding History

North 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 Q3	–	Sell	-95	Closed	-$9.63K	–	748
2025 Q2	$9.63K	Hold	95	–	–	0.01%	380
2025 Q1	$8.56K	Buy	+95	New	+$10.1K	0.01%	381

Other funds holding WHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

North Capital's WHR Position: Q3 2025 in Review

North Capital sold out of Whirlpool (WHR) in Q3 2025, closing a stake of 95 shares — an estimated $9.63K sold.

North Capital first reported a position in WHR in Q1 2025 and held it in 2 quarters. The position peaked at $9.63K in Q2 2025. 488 funds tracked by Wall St. Rank hold WHR as of Q3 2025.

North Capital reported no remaining Whirlpool position as of Q3 2025 after selling out during the quarter.
North Capital sold 95 Whirlpool shares in Q3 2025, an estimated $9.63K.
North Capital first reported a position in Whirlpool in Q1 2025 and held it in 2 quarters.
North Capital's Whirlpool position peaked at $9.63K in Q2 2025.
488 funds tracked by Wall St. Rank held Whirlpool as of Q3 2025.

Based on North Capital's 13F filing for Q3 2025, filed 9 Oct 2025.