OPS
WHR icon

Orion Portfolio Solutions’s Whirlpool WHR Stock Holding History

Orion Portfolio Solutions’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
Q1 		$730K Buy
8,102
+727
+10% +$77.1K 0.01% 1228
2024
Q4 		$844K Buy
7,375
+1,420
+24% +$157K 0.01% 1136
2024
Q3 		$637K Buy
5,955
+1,209
+25% +$122K 0.01% 1244
2024
Q2 		$485K Buy
+4,746
New +$462K 0.01% 1282
2020
Q3 		– Sell
-5
Closed -$1K – 2047
2020
Q2 		$1K Sell
5
-7
-58% -$801 ﹤0.01% 2101
2020
Q1 		$1K Sell
12
-22
-65% -$2.89K ﹤0.01% 1828
2019
Q4 		$5K Buy
+34
New +$5.13K ﹤0.01% 1285

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orion Portfolio Solutions's WHR Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Whirlpool (WHR) stake by 9.9% in Q1 2025, buying an estimated $77.1K and bringing the position to 8,102 shares worth $730K. The position accounts for 0.01% of the portfolio, ranked #1228.

Orion Portfolio Solutions first reported a position in WHR in Q4 2019 and has held it in 7 quarters since. The position peaked at $844K in Q4 2024. 532 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

  • Orion Portfolio Solutions held 8,102 shares of Whirlpool worth $730K as of Q1 2025.
  • Orion Portfolio Solutions bought 727 Whirlpool shares in Q1 2025, an estimated $77.1K.
  • Whirlpool made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1228 holding.
  • Orion Portfolio Solutions first reported a position in Whirlpool in Q4 2019 and has held it in 7 quarters since.
  • Orion Portfolio Solutions's Whirlpool position peaked at $844K in Q4 2024.
  • 532 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.