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SIMA Wealth Partners’s Whirlpool WHR Stock Holding History

SIMA Wealth Partners’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
-100
Closed -$10.1K – 180
2025
Q2 		$10.1K Hold
100
– – 0.01% 120
2025
Q1 		$9.01K Buy
+100
New +$10.6K 0.01% 146

Other funds holding WHR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

SIMA Wealth Partners's WHR Position: Q3 2025 in Review

SIMA Wealth Partners sold out of Whirlpool (WHR) in Q3 2025, closing a stake of 100 shares — an estimated $10.1K sold.

SIMA Wealth Partners first reported a position in WHR in Q1 2025 and held it in 2 quarters. The position peaked at $10.1K in Q2 2025. 488 funds tracked by Wall St. Rank hold WHR as of Q3 2025.

  • SIMA Wealth Partners reported no remaining Whirlpool position as of Q3 2025 after selling out during the quarter.
  • SIMA Wealth Partners sold 100 Whirlpool shares in Q3 2025, an estimated $10.1K.
  • SIMA Wealth Partners first reported a position in Whirlpool in Q1 2025 and held it in 2 quarters.
  • SIMA Wealth Partners's Whirlpool position peaked at $10.1K in Q2 2025.
  • 488 funds tracked by Wall St. Rank held Whirlpool as of Q3 2025.

Based on SIMA Wealth Partners's 13F filing for Q3 2025, filed 28 May 2026.