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Total Wealth Planning & Management’s Whirlpool WHR Stock Holding History

Total Wealth Planning & 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
Q2 		$138K Buy
3,200
+100
+3% +$8.32K 0.11% 199
2025
Q1 		$279K Buy
+3,100
New +$329K 0.27% 142

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
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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Total Wealth Planning & Management's WHR Position: Q2 2025 in Review

Total Wealth Planning & Management increased its Whirlpool (WHR) stake by 3.2% in Q2 2025, buying an estimated $8.32K and bringing the position to 3,200 shares worth $325K. The position accounts for 0.26% of the portfolio, ranked #144.

Total Wealth Planning & Management first reported a position in WHR in Q1 2025 and has held it in 2 quarters since. 537 funds tracked by Wall St. Rank hold WHR as of Q2 2025.

  • Total Wealth Planning & Management held 3,200 shares of Whirlpool worth $325K as of Q2 2025.
  • Total Wealth Planning & Management bought 100 Whirlpool shares in Q2 2025, an estimated $8.32K.
  • Whirlpool made up 0.26% of Total Wealth Planning & Management's portfolio in Q2 2025, its #144 holding.
  • Total Wealth Planning & Management first reported a position in Whirlpool in Q1 2025 and has held it in 2 quarters since.
  • 537 funds tracked by Wall St. Rank held Whirlpool as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.