San Luis Wealth Advisors’s Whirlpool WHR Stock Holding History

San Luis Wealth 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 Q1	–	Sell	-7,075	Closed	-$810K	–	167
2024 Q4	$810K	Buy	7,075 +510	+8%	+$56.3K	0.15%	69
2024 Q3	$702K	Buy	6,565 +3,725	+131%	+$374K	0.15%	72
2024 Q2	$290K	Buy	+2,840	New	+$277K	0.07%	101

Other funds holding WHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

San Luis Wealth Advisors's WHR Position: Q1 2025 in Review

San Luis Wealth Advisors sold out of Whirlpool (WHR) in Q1 2025, closing a stake of 7,075 shares — an estimated $810K sold.

San Luis Wealth Advisors first reported a position in WHR in Q2 2024 and held it in 3 quarters. The position peaked at $810K in Q4 2024. 531 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

San Luis Wealth Advisors reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
San Luis Wealth Advisors sold 7,075 Whirlpool shares in Q1 2025, an estimated $810K.
San Luis Wealth Advisors first reported a position in Whirlpool in Q2 2024 and held it in 3 quarters.
San Luis Wealth Advisors's Whirlpool position peaked at $810K in Q4 2024.
531 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on San Luis Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.