Avion Wealth’s Whirlpool WHR Stock Holding History

Avion Wealth’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	$1K	Buy	+26	New	+$1.22K	﹤0.01%	1375
2025 Q2	–	Sell	-2	Closed	–	–	1647
2025 Q1	$0	Buy	+2	New	+$212	﹤0.01%	1377

Other funds holding WHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Avion Wealth's WHR Position: Q2 2026 in Review

Avion Wealth opened a new position in Whirlpool (WHR) in Q2 2026: 26 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1375 among its holdings. This is a return to the name: Avion Wealth previously reported a position in WHR as recently as Q1 2025.

Avion Wealth first reported a position in WHR in Q1 2025 and has held it in 2 quarters since. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

Avion Wealth held 26 shares of Whirlpool worth $1K as of Q2 2026.
Whirlpool was a new Avion Wealth position in Q2 2026.
Whirlpool made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1375 holding.
Avion Wealth first reported a position in Whirlpool in Q1 2025 and has held it in 2 quarters since.
459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.