Sierra Ocean’s Whirlpool WHR Stock Holding History

Sierra Ocean’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 Q2	–	Sell	-14	Closed	-$1.28K	–	1122
2025 Q1	$1.28K	Hold	14	–	–	﹤0.01%	861
2024 Q4	$1.63K	Buy	+14	New	+$1.54K	﹤0.01%	822

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sierra Ocean's WHR Position: Q2 2025 in Review

Sierra Ocean sold out of Whirlpool (WHR) in Q2 2025, closing a stake of 14 shares — an estimated $1.28K sold.

Sierra Ocean first reported a position in WHR in Q4 2024 and held it in 2 quarters. The position peaked at $1.63K in Q4 2024. 537 funds tracked by Wall St. Rank hold WHR as of Q2 2025.

Sierra Ocean reported no remaining Whirlpool position as of Q2 2025 after selling out during the quarter.
Sierra Ocean sold 14 Whirlpool shares in Q2 2025, an estimated $1.28K.
Sierra Ocean first reported a position in Whirlpool in Q4 2024 and held it in 2 quarters.
Sierra Ocean's Whirlpool position peaked at $1.63K in Q4 2024.
537 funds tracked by Wall St. Rank held Whirlpool as of Q2 2025.

Based on Sierra Ocean's 13F filing for Q2 2025, filed 7 Aug 2025.