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Retirement Planning Company of New England’s Whirlpool WHR Stock Holding History

Retirement Planning Company of New England’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
-2,679
Closed -$211K – 255
2025
Q3 		$211K Sell
2,679
-15
-0.6% -$1.38K 0.08% 235
2025
Q2 		$273K Buy
2,694
+162
+6% +$13.5K 0.12% 186
2025
Q1 		$228K Buy
2,532
+331
+15% +$35.1K 0.11% 204
2024
Q4 		$252K Buy
2,201
+79
+4% +$8.72K 0.12% 195
2024
Q3 		$227K Buy
2,122
+122
+6% +$12.3K 0.11% 200
2024
Q2 		$204K Buy
2,000
+6
+0.3% +$585 0.11% 202
2024
Q1 		$239K Buy
+1,994
New +$222K 0.13% 191
2023
Q3 		– Sell
-2,206
Closed -$328K – 237
2023
Q2 		$328K Buy
2,206
+5
+0.2% +$687 0.19% 144
2023
Q1 		$291K Buy
2,201
+109
+5% +$15.5K 0.18% 162
2022
Q4 		$296K Sell
2,092
-24
-1% -$3.41K 0.19% 155
2022
Q3 		$285K Buy
2,116
+237
+13% +$37.7K 0.21% 149
2022
Q2 		$291K Buy
1,879
+308
+20% +$53.6K 0.2% 149
2022
Q1 		$271K Buy
1,571
+288
+22% +$58.4K 0.15% 181
2021
Q4 		$301K Buy
+1,283
New +$282K 0.15% 164

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 $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
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 $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

Retirement Planning Company of New England's WHR Position: Q4 2025 in Review

Retirement Planning Company of New England sold out of Whirlpool (WHR) in Q4 2025, closing a stake of 2,679 shares — an estimated $211K sold.

Retirement Planning Company of New England first reported a position in WHR in Q4 2021 and held it in 14 quarters. The position peaked at $328K in Q2 2023. 512 funds tracked by Wall St. Rank hold WHR as of Q4 2025.

  • Retirement Planning Company of New England reported no remaining Whirlpool position as of Q4 2025 after selling out during the quarter.
  • Retirement Planning Company of New England sold 2,679 Whirlpool shares in Q4 2025, an estimated $211K.
  • Retirement Planning Company of New England first reported a position in Whirlpool in Q4 2021 and held it in 14 quarters.
  • Retirement Planning Company of New England's Whirlpool position peaked at $328K in Q2 2023.
  • 512 funds tracked by Wall St. Rank held Whirlpool as of Q4 2025.

Based on Retirement Planning Company of New England's 13F filing for Q4 2025, filed 28 Jan 2026.