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Winch Advisory Services’s Whirlpool WHR Stock Holding History

Winch Advisory Services’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
-35
Closed -$4.01K – 551
2024
Q4 		$4.01K Buy
+35
New +$3.86K ﹤0.01% 386
2015
Q2 		– Sell
-11
Closed -$2K – 348
2015
Q1 		$2K Buy
+11
New +$2.23K ﹤0.01% 282

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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Winch Advisory Services's WHR Position: Q1 2025 in Review

Winch Advisory Services sold out of Whirlpool (WHR) in Q1 2025, closing a stake of 35 shares — an estimated $4.01K sold.

Winch Advisory Services first reported a position in WHR in Q1 2015 and held it in 2 quarters. The position peaked at $4.01K in Q4 2024. 533 funds tracked by Wall St. Rank hold WHR as of Q1 2025.

  • Winch Advisory Services reported no remaining Whirlpool position as of Q1 2025 after selling out during the quarter.
  • Winch Advisory Services sold 35 Whirlpool shares in Q1 2025, an estimated $4.01K.
  • Winch Advisory Services first reported a position in Whirlpool in Q1 2015 and held it in 2 quarters.
  • Winch Advisory Services's Whirlpool position peaked at $4.01K in Q4 2024.
  • 533 funds tracked by Wall St. Rank held Whirlpool as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.