Principal Securities’s Whirlpool WHR Stock Holding History

Principal Securities’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	-174	Closed	-$13.7K	–	3486
2025 Q3	$13.7K	Sell	174 -12	-6%	-$1.1K	﹤0.01%	2593
2025 Q2	$18.9K	Sell	186 -289	-61%	-$24K	﹤0.01%	2346
2025 Q1	$54.4K	Hold	475	–	–	﹤0.01%	1723
2024 Q4	$54.4K	Sell	475 -159	-25%	-$17.5K	﹤0.01%	1722
2024 Q3	$67.8K	Sell	634 -48	-7%	-$4.83K	﹤0.01%	1562
2024 Q2	$69.7K	Sell	682 -48	-7%	-$4.68K	﹤0.01%	1462
2024 Q1	$87.3K	Sell	730 -175	-19%	-$19.5K	﹤0.01%	1332
2023 Q4	$110K	Buy	+905	New	+$105K	﹤0.01%	1154

Other funds holding WHR

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 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 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