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Putney Financial Group’s Whirlpool WHR Stock Holding History

Putney Financial Group’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
Q2 		– Sell
-150
Closed -$13.5K – 307
2025
Q1 		$13.5K Hold
150
– – 0.01% 183
2024
Q4 		$17.2K Buy
+150
New +$16.6K 0.02% 187

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Putney Financial Group's WHR Position: Q2 2025 in Review

Putney Financial Group sold out of Whirlpool (WHR) in Q2 2025, closing a stake of 150 shares — an estimated $13.5K sold.

Putney Financial Group first reported a position in WHR in Q4 2024 and held it in 2 quarters. The position peaked at $17.2K in Q4 2024. 537 funds tracked by Wall St. Rank hold WHR as of Q2 2025.

  • Putney Financial Group reported no remaining Whirlpool position as of Q2 2025 after selling out during the quarter.
  • Putney Financial Group sold 150 Whirlpool shares in Q2 2025, an estimated $13.5K.
  • Putney Financial Group first reported a position in Whirlpool in Q4 2024 and held it in 2 quarters.
  • Putney Financial Group's Whirlpool position peaked at $17.2K in Q4 2024.
  • 537 funds tracked by Wall St. Rank held Whirlpool as of Q2 2025.

Based on Putney Financial Group's 13F filing for Q2 2025, filed 4 Aug 2025.