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Advantage Trust Company’s Whirlpool WHR Stock Holding History

Advantage Trust Company’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
2026
Q2 		$7.88K Buy
+200
New +$9.37K ﹤0.01% 181
2025
Q4 		– Sell
-200
Closed -$15.7K – 187
2025
Q3 		$15.7K Hold
200
– – 0.01% 155
2025
Q2 		$20.3K Buy
+200
New +$16.6K 0.01% 165

Other funds holding WHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advantage Trust Company's WHR Position: Q2 2026 in Review

Advantage Trust Company opened a new position in Whirlpool (WHR) in Q2 2026: 200 shares worth $7.88K. The stake represents ﹤0.01% of the portfolio and ranks #181 among its holdings. This is a return to the name: Advantage Trust Company previously reported a position in WHR as recently as Q3 2025.

Advantage Trust Company first reported a position in WHR in Q2 2025 and has held it in 3 quarters since. The position peaked at $20.3K in Q2 2025. 460 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Advantage Trust Company held 200 shares of Whirlpool worth $7.88K as of Q2 2026.
  • Whirlpool was a new Advantage Trust Company position in Q2 2026.
  • Whirlpool made up ﹤0.01% of Advantage Trust Company's portfolio in Q2 2026, its #181 holding.
  • Advantage Trust Company first reported a position in Whirlpool in Q2 2025 and has held it in 3 quarters since.
  • Advantage Trust Company's Whirlpool position peaked at $20.3K in Q2 2025.
  • 460 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.