AWM
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Abound Wealth Management’s Cactus WHD Stock Holding History

Abound Wealth Management’s Portfolio WHD Stock Details WHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4
Closed -$183 – 1611
2025
Q4 		$183 Hold
4
– – ﹤0.01% 1215
2025
Q3 		$158 Hold
4
– – ﹤0.01% 1204
2025
Q2 		$175 Hold
4
– – ﹤0.01% 1090
2025
Q1 		$184 Hold
4
– – ﹤0.01% 1017
2024
Q4 		$234 Hold
4
– – ﹤0.01% 995
2024
Q3 		$239 Buy
+4
New +$233 ﹤0.01% 1066

Other funds holding WHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Abound Wealth Management's WHD Position: Q1 2026 in Review

Abound Wealth Management sold out of Cactus (WHD) in Q1 2026, closing a stake of 4 shares — an estimated $183 sold.

Abound Wealth Management first reported a position in WHD in Q3 2024 and held it in 6 quarters. The position peaked at $239 in Q3 2024. 324 funds tracked by Wall St. Rank hold WHD as of Q1 2026.

  • Abound Wealth Management reported no remaining Cactus position as of Q1 2026 after selling out during the quarter.
  • Abound Wealth Management sold 4 Cactus shares in Q1 2026, an estimated $183.
  • Abound Wealth Management first reported a position in Cactus in Q3 2024 and held it in 6 quarters.
  • Abound Wealth Management's Cactus position peaked at $239 in Q3 2024.
  • 324 funds tracked by Wall St. Rank held Cactus as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.