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Tortoise Investment Management’s Whirlpool WHR Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-2
Closed -$157 – 1451
2025
Q3 		$157 Buy
+2
New +$184 ﹤0.01% 1332
2016
Q1 		– Sell
-48
Closed -$7K – 436
2015
Q4 		$7K Hold
48
– – ﹤0.01% 336
2015
Q3 		$7K Hold
48
– – ﹤0.01% 317
2015
Q2 		$8K Hold
48
– – ﹤0.01% 332
2015
Q1 		$10K Buy
+48
New +$9.75K ﹤0.01% 298

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $7.73B AUM 104.51% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tortoise Investment Management's WHR Position: Q4 2025 in Review

Tortoise Investment Management sold out of Whirlpool (WHR) in Q4 2025, closing a stake of 2 shares — an estimated $157 sold.

Tortoise Investment Management first reported a position in WHR in Q1 2015 and held it in 5 quarters. The position peaked at $10K in Q1 2015. 513 funds tracked by Wall St. Rank hold WHR as of Q4 2025.

  • Tortoise Investment Management reported no remaining Whirlpool position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 2 Whirlpool shares in Q4 2025, an estimated $157.
  • Tortoise Investment Management first reported a position in Whirlpool in Q1 2015 and held it in 5 quarters.
  • Tortoise Investment Management's Whirlpool position peaked at $10K in Q1 2015.
  • 513 funds tracked by Wall St. Rank held Whirlpool as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.