OWP
WHR icon

Obermeyer Wealth Partners’s Whirlpool WHR Stock Holding History

Obermeyer Wealth Partners’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
-2,000
Closed -$203K – 303
2025
Q2 		$203K Buy
+2,000
New +$166K 0.01% 268
2025
Q1 		– Sell
-2,000
Closed -$229K – 280
2024
Q4 		$229K Hold
2,000
– – 0.01% 232
2024
Q3 		$214K Buy
+2,000
New +$201K 0.01% 243
2013
Q3 		– Sell
-75
Closed -$9K – 280
2013
Q2 		$9K Buy
+75
New +$9.1K ﹤0.01% 279

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 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 $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Obermeyer Wealth Partners's WHR Position: Q3 2025 in Review

Obermeyer Wealth Partners sold out of Whirlpool (WHR) in Q3 2025, closing a stake of 2,000 shares — an estimated $203K sold.

Obermeyer Wealth Partners first reported a position in WHR in Q2 2013 and held it in 4 quarters. The position peaked at $229K in Q4 2024. 490 funds tracked by Wall St. Rank hold WHR as of Q3 2025.

  • Obermeyer Wealth Partners reported no remaining Whirlpool position as of Q3 2025 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 2,000 Whirlpool shares in Q3 2025, an estimated $203K.
  • Obermeyer Wealth Partners first reported a position in Whirlpool in Q2 2013 and held it in 4 quarters.
  • Obermeyer Wealth Partners's Whirlpool position peaked at $229K in Q4 2024.
  • 490 funds tracked by Wall St. Rank held Whirlpool as of Q3 2025.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2025, filed 27 Oct 2025.