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Synergy Financial Group’s Whirlpool WHR Stock Holding History

Synergy Financial Group’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
-2,563
Closed -$201K – 119
2025
Q3 		$201K Buy
2,563
+199
+8% +$18.3K 0.14% 113
2025
Q2 		$240K Hold
2,364
– – 0.18% 101
2025
Q1 		$213K Buy
+2,364
New +$251K 0.19% 105

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

Synergy Financial Group's WHR Position: Q4 2025 in Review

Synergy Financial Group sold out of Whirlpool (WHR) in Q4 2025, closing a stake of 2,563 shares — an estimated $201K sold.

Synergy Financial Group first reported a position in WHR in Q1 2025 and held it in 3 quarters. The position peaked at $240K in Q2 2025. 510 funds tracked by Wall St. Rank hold WHR as of Q4 2025.

  • Synergy Financial Group reported no remaining Whirlpool position as of Q4 2025 after selling out during the quarter.
  • Synergy Financial Group sold 2,563 Whirlpool shares in Q4 2025, an estimated $201K.
  • Synergy Financial Group first reported a position in Whirlpool in Q1 2025 and held it in 3 quarters.
  • Synergy Financial Group's Whirlpool position peaked at $240K in Q2 2025.
  • 510 funds tracked by Wall St. Rank held Whirlpool as of Q4 2025.

Based on Synergy Financial Group's 13F filing for Q4 2025, filed 17 Feb 2026.