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Summit Financial Wealth Advisors’s Whirlpool WHR Stock Holding History

Summit Financial Wealth 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
2025
Q4 		– Sell
-3,000
Closed -$237K – 207
2025
Q3 		$237K Hold
3,000
– – 0.04% 161
2025
Q2 		$304K Sell
3,000
-2,000
-40% -$166K 0.05% 127
2025
Q1 		$451K Buy
+5,000
New +$530K 0.09% 97

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 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

Summit Financial Wealth Advisors's WHR Position: Q4 2025 in Review

Summit Financial Wealth Advisors sold out of Whirlpool (WHR) in Q4 2025, closing a stake of 3,000 shares — an estimated $237K sold.

Summit Financial Wealth Advisors first reported a position in WHR in Q1 2025 and held it in 3 quarters. The position peaked at $451K in Q1 2025. 510 funds tracked by Wall St. Rank hold WHR as of Q4 2025.

  • Summit Financial Wealth Advisors reported no remaining Whirlpool position as of Q4 2025 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 3,000 Whirlpool shares in Q4 2025, an estimated $237K.
  • Summit Financial Wealth Advisors first reported a position in Whirlpool in Q1 2025 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's Whirlpool position peaked at $451K in Q1 2025.
  • 510 funds tracked by Wall St. Rank held Whirlpool as of Q4 2025.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.