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Steel Grove Capital Advisors’s Whirlpool WHR Stock Holding History

Steel Grove Capital 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
2026
Q1 		$1.14M Buy
21,208
+17,862
+534% +$1.31M 0.12% 99
2025
Q4 		$241K Sell
3,346
-16,070
-83% -$1.19M 0.03% 175
2025
Q3 		$1.97M Hold
19,416
– – 0.24% 52
2025
Q2 		$1.97M Buy
19,416
+4,259
+28% +$354K 0.23% 52
2025
Q1 		$1.37M Buy
15,157
+74
+0.5% +$7.85K 0.21% 74
2024
Q4 		$1.73M Sell
15,083
-593
-4% -$65.4K 0.24% 56
2024
Q3 		$1.69M Buy
15,676
+234
+2% +$23.5K 0.24% 64
2024
Q2 		$1.58M Buy
+15,442
New +$1.5M 0.22% 68
2021
Q2 		– Sell
-6,483
Closed -$1.43M – 147
2021
Q1 		$1.43M Sell
6,483
-449
-6% -$89.1K 0.47% 51
2020
Q4 		$1.25M Sell
6,932
-1,496
-18% -$287K 0.41% 54
2020
Q3 		$1.55M Sell
8,428
-3,238
-28% -$538K 0.63% 26
2020
Q2 		$1.51M Sell
11,666
-1,530
-12% -$175K 0.68% 20
2020
Q1 		$1.13M Buy
+13,196
New +$1.73M 0.74% 47

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