TAFW
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Tred Avon Family Wealth’s Whirlpool WHR Stock Holding History

Tred Avon Family 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
Q1 		$390K Buy
7,234
+1,370
+23% +$101K 0.13% 198
2025
Q4 		$423K Sell
5,864
-883
-13% -$65.2K 0.14% 169
2025
Q3 		$530K Buy
+6,747
New +$619K 0.18% 143

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

Tred Avon Family Wealth's WHR Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Whirlpool (WHR) stake by 23% in Q1 2026, buying an estimated $101K and bringing the position to 7,234 shares worth $390K. The position accounts for 0.13% of the portfolio, ranked #198.

Tred Avon Family Wealth first reported a position in WHR in Q3 2025 and has held it in 3 quarters since. The position peaked at $530K in Q3 2025. 486 funds tracked by Wall St. Rank hold WHR as of Q1 2026.

  • Tred Avon Family Wealth held 7,234 shares of Whirlpool worth $390K as of Q1 2026.
  • Tred Avon Family Wealth bought 1,370 Whirlpool shares in Q1 2026, an estimated $101K.
  • Whirlpool made up 0.13% of Tred Avon Family Wealth's portfolio in Q1 2026, its #198 holding.
  • Tred Avon Family Wealth first reported a position in Whirlpool in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Whirlpool position peaked at $530K in Q3 2025.
  • 486 funds tracked by Wall St. Rank held Whirlpool as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.