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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
2025
Q4 		– Hold
0
– -$181K – 1386
2025
Q3 		– Hold
0
– – – 1302

Other funds holding WHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Summit Trail Advisors's WHR Position: Q1 2026 in Review

Summit Trail Advisors increased its Whirlpool (WHR) stake by 31% in Q1 2026, buying an estimated $128K and bringing the position to 7,406 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #1231.

Summit Trail Advisors first reported a position in WHR in Q4 2017 and has held it in 5 quarters since. The position peaked at $605K in Q2 2025. 485 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Summit Trail Advisors held 7,406 shares of Whirlpool worth $399K as of Q1 2026.
  • Summit Trail Advisors bought 1,747 Whirlpool shares in Q1 2026, an estimated $128K.
  • Whirlpool made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1231 holding.
  • Summit Trail Advisors first reported a position in Whirlpool in Q4 2017 and has held it in 5 quarters since.
  • Summit Trail Advisors's Whirlpool position peaked at $605K in Q2 2025.
  • 485 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.