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Cherry Tree Wealth Management’s Whirlpool WHR Stock Holding History

Cherry Tree 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
2026
Q1 		$432 Hold
8
– – ﹤0.01% 565
2025
Q4 		$578 Hold
8
– – ﹤0.01% 566
2025
Q3 		$629 Hold
8
– – ﹤0.01% 562
2025
Q2 		$812 Hold
8
– – ﹤0.01% 563
2025
Q1 		$722 Buy
+8
New +$848 ﹤0.01% 705
2024
Q3 		– Sell
-8
Closed -$818 – 617
2024
Q2 		$818 Hold
8
– – ﹤0.01% 553
2024
Q1 		$958 Hold
8
– – ﹤0.01% 548
2023
Q4 		$975 Hold
8
– – ﹤0.01% 543
2023
Q3 		$1.07K Hold
8
– – ﹤0.01% 526
2023
Q2 		$1.19K Buy
+8
New +$1.1K ﹤0.01% 531

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Cherry Tree Wealth Management's WHR Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Whirlpool (WHR) position steady in Q1 2026 at 8 shares worth $432. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Cherry Tree Wealth Management first reported a position in WHR in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.19K in Q2 2023. 489 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Cherry Tree Wealth Management held 8 shares of Whirlpool worth $432 as of Q1 2026.
  • Cherry Tree Wealth Management left its Whirlpool share count unchanged in Q1 2026.
  • Whirlpool made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #565 holding.
  • Cherry Tree Wealth Management first reported a position in Whirlpool in Q2 2023 and has held it in 10 quarters since.
  • Cherry Tree Wealth Management's Whirlpool position peaked at $1.19K in Q2 2023.
  • 489 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.