PS
WHR icon

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
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

Principal Securities's WHR Position: Q4 2025 in Review

Principal Securities sold out of Whirlpool (WHR) in Q4 2025, closing a stake of 174 shares — an estimated $13.7K sold.

Principal Securities first reported a position in WHR in Q4 2023 and held it in 8 quarters. The position peaked at $110K in Q4 2023. 512 funds tracked by Wall St. Rank hold WHR as of Q4 2025.

  • Principal Securities reported no remaining Whirlpool position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 174 Whirlpool shares in Q4 2025, an estimated $13.7K.
  • Principal Securities first reported a position in Whirlpool in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Whirlpool position peaked at $110K in Q4 2023.
  • 512 funds tracked by Wall St. Rank held Whirlpool as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.