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Venturi Wealth Management’s Whirlpool WHR Stock Holding History

Venturi Wealth 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
Q1 		– Sell
-210
Closed -$24K – 1845
2024
Q4 		$24K Buy
210
+3
+1% +$331 ﹤0.01% 1218
2024
Q3 		$22.1K Buy
+207
New +$20.8K ﹤0.01% 990
2024
Q2 		– Sell
-12
Closed -$1.44K – 1542
2024
Q1 		$1.44K Buy
+12
New +$1.34K ﹤0.01% 1299
2023
Q3 		– Sell
-2
Closed -$298 – 1441
2023
Q2 		$298 Buy
+2
New +$275 ﹤0.01% 1109

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Venturi Wealth Management's WHR Position: Q1 2025 in Review

Venturi Wealth Management sold out of Whirlpool (WHR) in Q1 2025, closing a stake of 210 shares — an estimated $24K sold.

Venturi Wealth Management first reported a position in WHR in Q2 2023 and held it in 4 quarters. The position peaked at $24K in Q4 2024. 531 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

  • Venturi Wealth Management reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 210 Whirlpool shares in Q1 2025, an estimated $24K.
  • Venturi Wealth Management first reported a position in Whirlpool in Q2 2023 and held it in 4 quarters.
  • Venturi Wealth Management's Whirlpool position peaked at $24K in Q4 2024.
  • 531 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.