SWM
WHR icon

Spire Wealth Management’s Whirlpool WHR Stock Holding History

Spire Wealth 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
2026
Q1 		– Sell
-24
Closed -$1.73K – 2416
2025
Q4 		$1.73K Buy
+24
New +$1.77K ﹤0.01% 2122
2025
Q2 		– Sell
-11
Closed -$991 – 2587
2025
Q1 		$991 Sell
11
-27
-71% -$2.86K ﹤0.01% 2391
2024
Q4 		$4.34K Buy
38
+8
+27% +$883 ﹤0.01% 2084
2024
Q3 		$3.21K Buy
30
+11
+58% +$1.11K ﹤0.01% 1911
2024
Q2 		$1.94K Sell
19
-9
-32% -$877 ﹤0.01% 2011
2024
Q1 		$3.4K Buy
28
+6
+27% +$669 ﹤0.01% 2004
2023
Q4 		$2.48K Buy
22
+6
+38% +$699 ﹤0.01% 2106
2023
Q3 		$2.14K Buy
16
+6
+60% +$847 ﹤0.01% 2126
2023
Q2 		$1.49K Sell
10
-1
-9% -$137 ﹤0.01% 2240
2023
Q1 		$1.45K Sell
11
-25
-69% -$3.56K ﹤0.01% 2328
2022
Q4 		$5K Sell
36
-148
-80% -$21K ﹤0.01% 1853
2022
Q3 		$25K Buy
184
+60
+48% +$9.55K ﹤0.01% 1242
2022
Q2 		$19K Sell
124
-91
-42% -$15.8K ﹤0.01% 1706
2022
Q1 		$37K Sell
215
-374
-63% -$75.8K ﹤0.01% 1563
2021
Q4 		$131K Buy
589
+91
+18% +$20K ﹤0.01% 1293
2021
Q3 		$102K Sell
498
-41,785
-99% -$9.16M ﹤0.01% 1190
2021
Q2 		$9.23M Buy
42,283
+41,649
+6,569% +$9.7M 0.25% 115
2021
Q1 		$140K Buy
+634
New +$126K ﹤0.01% 1232

Other funds holding WHR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return