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 Q3	$246	Hold	8	–	–	﹤0.01%	569
2026 Q2	$316	Hold	8	–	–	﹤0.01%	580
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

Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Angeles Wealth Management Santa Monica, California $2.27B AUM 17.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Cherry Tree Wealth Management's WHR Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Whirlpool (WHR) position steady in Q3 2026 at 8 shares worth $246. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Cherry Tree Wealth Management first reported a position in WHR in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.19K in Q2 2023. 93 funds tracked by Wall St. Rank hold WHR as of Q3 2026.

Cherry Tree Wealth Management held 8 shares of Whirlpool worth $246 as of Q3 2026.
Cherry Tree Wealth Management left its Whirlpool share count unchanged in Q3 2026.
Whirlpool made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #569 holding.
Cherry Tree Wealth Management first reported a position in Whirlpool in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Whirlpool position peaked at $1.19K in Q2 2023.
93 funds tracked by Wall St. Rank held Whirlpool as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.