TAFW
WHR icon

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
Q2 		– Sell
-7,234
Closed -$390K – 276
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 $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 $3.38T AUM 44.17% 1-Year Est. Return

Tred Avon Family Wealth's WHR Position: Q2 2026 in Review

Tred Avon Family Wealth sold out of Whirlpool (WHR) in Q2 2026, closing a stake of 7,234 shares — an estimated $390K sold.

Tred Avon Family Wealth first reported a position in WHR in Q3 2025 and held it in 3 quarters. The position peaked at $530K in Q3 2025. 461 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • Tred Avon Family Wealth reported no remaining Whirlpool position as of Q2 2026 after selling out during the quarter.
  • Tred Avon Family Wealth sold 7,234 Whirlpool shares in Q2 2026, an estimated $390K.
  • Tred Avon Family Wealth first reported a position in Whirlpool in Q3 2025 and held it in 3 quarters.
  • Tred Avon Family Wealth's Whirlpool position peaked at $530K in Q3 2025.
  • 461 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.