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Strategic Planning Inc’s Whirlpool WHR Stock Holding History

Strategic Planning Inc’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
-40,559
Closed -$4.11M – 61
2025
Q2 		$4.11M Sell
40,559
-408
-1% -$33.9K 2.46% 15
2025
Q1 		$3.69M Buy
+40,967
New +$4.34M 2.08% 18

Other funds holding WHR

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 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 $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

Strategic Planning Inc's WHR Position: Q3 2025 in Review

Strategic Planning Inc sold out of Whirlpool (WHR) in Q3 2025, closing a stake of 40,559 shares — an estimated $4.11M sold.

Strategic Planning Inc first reported a position in WHR in Q1 2025 and held it in 2 quarters. The position peaked at $4.11M in Q2 2025. 488 funds tracked by Wall St. Rank hold WHR as of Q3 2025.

  • Strategic Planning Inc reported no remaining Whirlpool position as of Q3 2025 after selling out during the quarter.
  • Strategic Planning Inc sold 40,559 Whirlpool shares in Q3 2025, an estimated $4.11M.
  • Strategic Planning Inc first reported a position in Whirlpool in Q1 2025 and held it in 2 quarters.
  • Strategic Planning Inc's Whirlpool position peaked at $4.11M in Q2 2025.
  • 488 funds tracked by Wall St. Rank held Whirlpool as of Q3 2025.

Based on Strategic Planning Inc's 13F filing for Q3 2025, filed 20 Oct 2025.