RA
WHR icon

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 – 1430
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 – 803
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 $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 $7.73B AUM 104.51% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 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

Rise Advisors's WHR Position: Q4 2025 in Review

Rise Advisors sold out of Whirlpool (WHR) in Q4 2025, closing a stake of 140 shares — an estimated $11K sold.

Rise Advisors first reported a position in WHR in Q4 2021 and held it in 9 quarters. The position peaked at $15.4K in Q2 2025. 512 funds tracked by Wall St. Rank hold WHR as of Q4 2025.

  • Rise Advisors reported no remaining Whirlpool position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 140 Whirlpool shares in Q4 2025, an estimated $11K.
  • Rise Advisors first reported a position in Whirlpool in Q4 2021 and held it in 9 quarters.
  • Rise Advisors's Whirlpool position peaked at $15.4K in Q2 2025.
  • 512 funds tracked by Wall St. Rank held Whirlpool as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.