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Cherry Tree Wealth Management, LLC → WHR-PA

Cherry Tree Wealth Management, LLC WHR-PA Position History

Whirlpool Corp

Quarters held
5
Latest value
$246
Q3 2026
Peak value
$629
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$629
Q4 2025$578
Q1 2026$432
Q2 2026$316
Q3 2026$246

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2468——
Q2 2026$3168——
Q1 2026$4328——
Q4 2025$5788——
Q3 2025$6298——

Other funds holding WHR-PA

Other Cherry Tree Wealth Management, LLC positions

VGES

VANGUARD TAX-MANAGED FDS

$26M
STT-PG

SPDR SERIES TRUST

$22.5M
STT-PG

SPDR SERIES TRUST

$22.1M
STT-PG

SPDR SERIES TRUST

$22M
STT-PG

SPDR SERIES TRUST

$21.8M
STT-PG

SPDR SERIES TRUST

$21.8M
STT-PG

SPDR SERIES TRUST

$21.7M
STT-PG

SPDR SERIES TRUST

$21.6M
Cherry Tree Wealth Management, LLC WHR-PA Holdings: 13F Position History | Track13F