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

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BlackRock New York $5.7T AUM 30.48% 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 $5.93B AUM 44.55% 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