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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
Q2 		$22.2K Buy
563
+420
+294% +$19.7K 0.01% 774
2026
Q1 		$7.71K Buy
+143
New +$10.5K ﹤0.01% 1059
2025
Q4 		– Sell
-1
Closed -$79 – 2848
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 $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

True Wealth Design's WHR Position: Q2 2026 in Review

True Wealth Design increased its Whirlpool (WHR) stake by 294% in Q2 2026, buying an estimated $19.7K and bringing the position to 563 shares worth $22.2K. The position accounts for 0.01% of the portfolio, ranked #774.

True Wealth Design first reported a position in WHR in Q4 2022 and has held it in 14 quarters since. The position peaked at $50.8K in Q4 2024. 457 funds tracked by Wall St. Rank hold WHR as of Q2 2026.

  • True Wealth Design held 563 shares of Whirlpool worth $22.2K as of Q2 2026.
  • True Wealth Design bought 420 Whirlpool shares in Q2 2026, an estimated $19.7K.
  • Whirlpool made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #774 holding.
  • True Wealth Design first reported a position in Whirlpool in Q4 2022 and has held it in 14 quarters since.
  • True Wealth Design's Whirlpool position peaked at $50.8K in Q4 2024.
  • 457 funds tracked by Wall St. Rank held Whirlpool as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.