Principia Wealth Advisory’s Whirlpool WHR Stock Holding History

Principia Wealth Advisory’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 Q1	–	Sell	-1	Closed	-$114	–	917
2024 Q4	$114	Buy	+1	New	+$110	﹤0.01%	761

Other funds holding WHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principia Wealth Advisory's WHR Position: Q1 2025 in Review

Principia Wealth Advisory sold out of Whirlpool (WHR) in Q1 2025, closing a stake of 1 share — an estimated $114 sold.

Principia Wealth Advisory first reported a position in WHR in Q4 2024 and held it in 1 quarter. The position peaked at $114 in Q4 2024. 531 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

Principia Wealth Advisory reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
Principia Wealth Advisory sold 1 Whirlpool share in Q1 2025, an estimated $114.
Principia Wealth Advisory first reported a position in Whirlpool in Q4 2024 and held it in 1 quarter.
Principia Wealth Advisory's Whirlpool position peaked at $114 in Q4 2024.
531 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on Principia Wealth Advisory's 13F filing for Q1 2025, filed 11 Apr 2025.