Trivium Point Advisory’s Whirlpool WHR Stock Holding History

Trivium Point Advisory’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	–	Sell	-2,818	Closed	-$254K	–	362
2025 Q1	$254K	Sell	2,818 -103	-4%	-$10.9K	0.03%	298
2024 Q4	$334K	Buy	2,921 +4	+0.1%	+$441	0.04%	276
2024 Q3	$332K	Sell	2,917 -248	-8%	-$24.9K	0.05%	265
2024 Q2	$323K	Sell	3,165 -100	-3%	-$9.74K	0.05%	242
2024 Q1	$391K	Sell	3,265 -565	-15%	-$63K	0.08%	176
2023 Q4	$466K	Buy	3,830 +130	+4%	+$15.1K	0.11%	148
2023 Q3	$474K	Sell	3,700 -5	-0.1%	-$706	0.13%	147
2023 Q2	$551K	Buy	+3,705	New	+$509K	0.15%	147

Other funds holding WHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Trivium Point Advisory's WHR Position: Q2 2025 in Review

Trivium Point Advisory sold out of Whirlpool (WHR) in Q2 2025, closing a stake of 2,818 shares — an estimated $254K sold.

Trivium Point Advisory first reported a position in WHR in Q2 2023 and held it in 8 quarters. The position peaked at $551K in Q2 2023. 537 funds tracked by Wall St. Rank hold WHR as of Q2 2025.

Trivium Point Advisory reported no remaining Whirlpool position as of Q2 2025 after selling out during the quarter.
Trivium Point Advisory sold 2,818 Whirlpool shares in Q2 2025, an estimated $254K.
Trivium Point Advisory first reported a position in Whirlpool in Q2 2023 and held it in 8 quarters.
Trivium Point Advisory's Whirlpool position peaked at $551K in Q2 2023.
537 funds tracked by Wall St. Rank held Whirlpool as of Q2 2025.

Based on Trivium Point Advisory's 13F filing for Q2 2025, filed 17 Jul 2025.