RA
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Rise Advisors’s Whirlpool WHR Stock Holding History

Rise Advisors’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
-140
Closed -$11K – 1431
2025
Q3 		$11K Sell
140
-12
-8% -$1.1K ﹤0.01% 941
2025
Q2 		$15.4K Buy
152
+2
+1% +$166 0.01% 696
2025
Q1 		$13.5K Buy
+150
New +$15.9K 0.01% 776
2023
Q2 		– Sell
-18
Closed -$2.4K – 804
2023
Q1 		$2.4K Hold
18
– – ﹤0.01% 550
2022
Q4 		$2.54K Hold
18
– – ﹤0.01% 532
2022
Q3 		$2K Hold
18
– – ﹤0.01% 579
2022
Q2 		$3K Buy
18
+1
+6% +$174 ﹤0.01% 522
2022
Q1 		$3K Hold
17
– – ﹤0.01% 509
2021
Q4 		$4.04K Buy
+17
New +$3.73K ﹤0.01% 436

Other funds holding WHR

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return