PFG Investments’s Whirlpool WHR Stock Holding History

PFG Investments’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
2026 Q1	$599K	Buy	11,113 +401	+4%	+$29.4K	0.03%	538
2025 Q4	$773K	Buy	10,712 +803	+8%	+$59.3K	0.04%	420
2025 Q3	$779K	Sell	9,909 -5,624	-36%	-$516K	0.04%	402
2025 Q2	$1.58M	Buy	15,533 +6,041	+64%	+$503K	0.09%	205
2025 Q1	$856K	Sell	9,492 -737	-7%	-$78.2K	0.05%	339
2024 Q4	$1.17M	Sell	10,229 -640	-6%	-$70.6K	0.07%	254
2024 Q3	$1.16M	Buy	10,869 +6,864	+171%	+$690K	0.08%	257
2024 Q2	$409K	Buy	4,005 +498	+14%	+$48.5K	0.03%	532
2024 Q1	$420K	Buy	3,507 +1,226	+54%	+$137K	0.03%	601
2023 Q4	$278K	Sell	2,281 -122	-5%	-$14.2K	0.05%	371
2023 Q3	$321K	Buy	2,403 +59	+3%	+$8.33K	0.06%	334
2023 Q2	$349K	Buy	2,344 +54	+2%	+$7.42K	0.06%	337
2023 Q1	$302K	Buy	+2,290	New	+$326K	0.06%	341

Other funds holding WHR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newport Trust Company

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return