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Shelton Capital Management’s Whirlpool WHR Stock Holding History

Shelton Capital Management’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
Q3 		– Sell
-1,984
Closed -$201K – 773
2025
Q2 		$201K Buy
+1,984
New +$165K ﹤0.01% 676
2025
Q1 		– Sell
-2,068
Closed -$237K – 758
2024
Q4 		$237K Sell
2,068
-126
-6% -$13.9K 0.01% 613
2024
Q3 		$235K Hold
2,194
– – 0.01% 635
2024
Q2 		$224K Sell
2,194
-157
-7% -$15.3K 0.01% 636
2024
Q1 		$281K Buy
+2,351
New +$262K 0.01% 564
2020
Q4 		– Sell
-25,134
Closed -$4.62M – 826
2020
Q3 		$4.62M Buy
+25,134
New +$4.18M 0.19% 116
2015
Q3 		– Sell
-1,270
Closed -$220K – 783
2015
Q2 		$220K Hold
1,270
– – 0.02% 713
2015
Q1 		$257K Sell
1,270
-2,200
-63% -$447K 0.03% 666
2014
Q4 		$672K Buy
+3,470
New +$596K 0.08% 265
2013
Q3 		– Sell
-2,770
Closed -$317K – 705
2013
Q2 		$317K Buy
+2,770
New +$336K 0.06% 418

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 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 $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

Shelton Capital Management's WHR Position: Q3 2025 in Review

Shelton Capital Management sold out of Whirlpool (WHR) in Q3 2025, closing a stake of 1,984 shares — an estimated $201K sold.

Shelton Capital Management first reported a position in WHR in Q2 2013 and held it in 10 quarters. The position peaked at $4.62M in Q3 2020. 490 funds tracked by Wall St. Rank hold WHR as of Q3 2025.

  • Shelton Capital Management reported no remaining Whirlpool position as of Q3 2025 after selling out during the quarter.
  • Shelton Capital Management sold 1,984 Whirlpool shares in Q3 2025, an estimated $201K.
  • Shelton Capital Management first reported a position in Whirlpool in Q2 2013 and held it in 10 quarters.
  • Shelton Capital Management's Whirlpool position peaked at $4.62M in Q3 2020.
  • 490 funds tracked by Wall St. Rank held Whirlpool as of Q3 2025.

Based on Shelton Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.