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Optimist Retirement Group’s Whirlpool WHR Stock Holding History

Optimist Retirement 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
2025
Q3 		– Sell
-2,826
Closed -$287K – 131
2025
Q2 		$287K Buy
2,826
+399
+16% +$33.2K 0.14% 91
2025
Q1 		$219K Sell
2,427
-123
-5% -$13K 0.11% 111
2024
Q4 		$292K Hold
2,550
– – 0.14% 67
2024
Q3 		$273K Hold
2,550
– – 0.12% 71
2024
Q2 		$261K Buy
+2,550
New +$248K 0.14% 62

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

Optimist Retirement Group's WHR Position: Q3 2025 in Review

Optimist Retirement Group sold out of Whirlpool (WHR) in Q3 2025, closing a stake of 2,826 shares — an estimated $287K sold.

Optimist Retirement Group first reported a position in WHR in Q2 2024 and held it in 5 quarters. The position peaked at $292K in Q4 2024. 488 funds tracked by Wall St. Rank hold WHR as of Q3 2025.

  • Optimist Retirement Group reported no remaining Whirlpool position as of Q3 2025 after selling out during the quarter.
  • Optimist Retirement Group sold 2,826 Whirlpool shares in Q3 2025, an estimated $287K.
  • Optimist Retirement Group first reported a position in Whirlpool in Q2 2024 and held it in 5 quarters.
  • Optimist Retirement Group's Whirlpool position peaked at $292K in Q4 2024.
  • 488 funds tracked by Wall St. Rank held Whirlpool as of Q3 2025.

Based on Optimist Retirement Group's 13F filing for Q3 2025, filed 17 Nov 2025.