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Principle Wealth Partners’s Whirlpool WHR Stock Holding History

Principle Wealth Partners’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
-2,270
Closed -$260K – 351
2024
Q4 		$260K Buy
2,270
+25
+1% +$2.76K 0.02% 301
2024
Q3 		$240K Hold
2,245
– – 0.02% 311
2024
Q2 		$229K Hold
2,245
– – 0.02% 306
2024
Q1 		$269K Hold
2,245
– – 0.02% 297
2023
Q4 		$273K Buy
2,245
+730
+48% +$85.1K 0.02% 281
2023
Q3 		$203K Sell
1,515
-255
-14% -$36K 0.02% 310
2023
Q2 		$263K Buy
+1,770
New +$243K 0.03% 282

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principle Wealth Partners's WHR Position: Q1 2025 in Review

Principle Wealth Partners sold out of Whirlpool (WHR) in Q1 2025, closing a stake of 2,270 shares — an estimated $260K sold.

Principle Wealth Partners first reported a position in WHR in Q2 2023 and held it in 7 quarters. The position peaked at $273K in Q4 2023. 531 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

  • Principle Wealth Partners reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
  • Principle Wealth Partners sold 2,270 Whirlpool shares in Q1 2025, an estimated $260K.
  • Principle Wealth Partners first reported a position in Whirlpool in Q2 2023 and held it in 7 quarters.
  • Principle Wealth Partners's Whirlpool position peaked at $273K in Q4 2023.
  • 531 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on Principle Wealth Partners's 13F filing for Q1 2025, filed 6 May 2025.