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Oak Thistle LLC’s Whirlpool WHR Stock Holding History

Oak Thistle LLC’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
-9,573
Closed -$971K – 652
2025
Q2 		$971K Buy
+9,573
New +$796K 0.14% 267
2024
Q4 		– Sell
-3,288
Closed -$352K – 570
2024
Q3 		$352K Buy
3,288
+427
+15% +$42.9K 0.11% 307
2024
Q2 		$292K Buy
+2,861
New +$279K 0.22% 205
2024
Q1 		– Sell
-4,663
Closed -$568K – 536
2023
Q4 		$568K Buy
+4,663
New +$543K 0.16% 259

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oak Thistle LLC's WHR Position: Q3 2025 in Review

Oak Thistle LLC sold out of Whirlpool (WHR) in Q3 2025, closing a stake of 9,573 shares — an estimated $971K sold.

Oak Thistle LLC first reported a position in WHR in Q4 2023 and held it in 4 quarters. The position peaked at $971K in Q2 2025. 488 funds tracked by Wall St. Rank hold WHR as of Q3 2025.

  • Oak Thistle LLC reported no remaining Whirlpool position as of Q3 2025 after selling out during the quarter.
  • Oak Thistle LLC sold 9,573 Whirlpool shares in Q3 2025, an estimated $971K.
  • Oak Thistle LLC first reported a position in Whirlpool in Q4 2023 and held it in 4 quarters.
  • Oak Thistle LLC's Whirlpool position peaked at $971K in Q2 2025.
  • 488 funds tracked by Wall St. Rank held Whirlpool as of Q3 2025.

Based on Oak Thistle LLC's 13F filing for Q3 2025, filed 7 Oct 2025.