Pathstone Holdings
WHR icon

Pathstone Holdings’s Whirlpool WHR Stock Holding History

Pathstone Holdings’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
Q4 		– Sell
-6,099
Closed -$479K – 2405
2025
Q3 		$479K Buy
6,099
+3
+0% +$275 ﹤0.01% 1794
2025
Q2 		$618K Sell
6,096
-185
-3% -$15.4K ﹤0.01% 1620
2025
Q1 		$566K Sell
6,281
-694
-10% -$73.6K ﹤0.01% 1661
2024
Q4 		$799K Buy
6,975
+581
+9% +$64.1K ﹤0.01% 1481
2024
Q3 		$684K Sell
6,394
-563
-8% -$56.6K ﹤0.01% 1569
2024
Q2 		$711K Sell
6,957
-1,775
-20% -$173K ﹤0.01% 1506
2024
Q1 		$1.04M Buy
8,732
+1,064
+14% +$119K ﹤0.01% 1256
2023
Q4 		$943K Buy
+7,668
New +$893K 0.01% 1112

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 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

Pathstone Holdings's WHR Position: Q4 2025 in Review

Pathstone Holdings sold out of Whirlpool (WHR) in Q4 2025, closing a stake of 6,099 shares — an estimated $479K sold.

Pathstone Holdings first reported a position in WHR in Q4 2023 and held it in 8 quarters. The position peaked at $1.04M in Q1 2024. 512 funds tracked by Wall St. Rank hold WHR as of Q4 2025.

  • Pathstone Holdings reported no remaining Whirlpool position as of Q4 2025 after selling out during the quarter.
  • Pathstone Holdings sold 6,099 Whirlpool shares in Q4 2025, an estimated $479K.
  • Pathstone Holdings first reported a position in Whirlpool in Q4 2023 and held it in 8 quarters.
  • Pathstone Holdings's Whirlpool position peaked at $1.04M in Q1 2024.
  • 512 funds tracked by Wall St. Rank held Whirlpool as of Q4 2025.

Based on Pathstone Holdings's 13F filing for Q4 2025, filed 13 Feb 2026.