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Summit Trail Advisors’s Whirlpool WHR Stock Holding History

Summit Trail Advisors’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 		$351K Buy
8,916
+1,510
+20% +$70.7K ﹤0.01% 1311
2026
Q1 		$399K Buy
7,406
+1,747
+31% +$128K 0.01% 1231
2025
Q4 		$408K Sell
5,659
-693
-11% -$51.2K 0.01% 1136
2025
Q3 		$499K Buy
6,352
+388
+7% +$35.6K 0.01% 1081
2025
Q2 		$605K Buy
+5,964
New +$496K 0.01% 654
2018
Q1 		– Sell
-579
Closed -$101K – 1656
2017
Q4 		$101K Buy
+579
New +$98.1K 0.01% 629

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

Summit Trail Advisors's WHR Position: Q2 2026 in Review

Summit Trail Advisors increased its Whirlpool (WHR) stake by 20% in Q2 2026, buying an estimated $70.7K and bringing the position to 8,916 shares worth $351K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Summit Trail Advisors first reported a position in WHR in Q4 2017 and has held it in 6 quarters since. The position peaked at $605K in Q2 2025. 459 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Summit Trail Advisors held 8,916 shares of Whirlpool worth $351K as of Q2 2026.
  • Summit Trail Advisors bought 1,510 Whirlpool shares in Q2 2026, an estimated $70.7K.
  • Whirlpool made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1311 holding.
  • Summit Trail Advisors first reported a position in Whirlpool in Q4 2017 and has held it in 6 quarters since.
  • Summit Trail Advisors's Whirlpool position peaked at $605K in Q2 2025.
  • 459 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.