TWD
WHR icon

True Wealth Design’s Whirlpool WHR Stock Holding History

True Wealth Design’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 		$7.71K Buy
+143
New +$10.5K ﹤0.01% 1059
2025
Q4 		– Sell
-1
Closed -$79 – 2849
2025
Q3 		$79 Hold
1
– – ﹤0.01% 2499
2025
Q2 		$102 Sell
1
-13
-93% -$1.08K ﹤0.01% 2233
2025
Q1 		$1.26K Sell
14
-430
-97% -$45.6K ﹤0.01% 1179
2024
Q4 		$50.8K Buy
444
+89
+25% +$9.82K 0.02% 159
2024
Q3 		$38K Buy
355
+300
+545% +$30.2K 0.01% 189
2024
Q2 		$5.62K Hold
55
– – ﹤0.01% 271
2024
Q1 		$6.58K Buy
55
+53
+2,650% +$5.91K ﹤0.01% 264
2023
Q4 		$244 Hold
2
– – ﹤0.01% 650
2023
Q3 		$268 Hold
2
– – ﹤0.01% 590
2023
Q2 		$298 Sell
2
-1
-33% -$137 ﹤0.01% 584
2023
Q1 		$397 Hold
3
– – ﹤0.01% 581
2022
Q4 		$424 Buy
+3
New +$427 ﹤0.01% 495

Other funds holding WHR

BlackRock
BlackRock New York $5.7T 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