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Atria Investments’s Cactus WHD Stock Holding History

Atria Investments’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
2025
Q3 		– Sell
-8,083
Closed -$353K – 2158
2025
Q2 		$353K Buy
8,083
+489
+6% +$20.4K ﹤0.01% 1613
2025
Q1 		$348K Hold
7,594
– – ﹤0.01% 1539
2024
Q4 		$443K Sell
7,594
-572
-7% -$35.9K 0.01% 1387
2024
Q3 		$487K Buy
8,166
+704
+9% +$40.9K 0.01% 1331
2024
Q2 		$394K Buy
+7,462
New +$380K 0.01% 1427

Other funds holding WHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atria Investments's WHD Position: Q3 2025 in Review

Atria Investments sold out of Cactus (WHD) in Q3 2025, closing a stake of 8,083 shares — an estimated $353K sold.

Atria Investments first reported a position in WHD in Q2 2024 and held it in 5 quarters. The position peaked at $487K in Q3 2024. 281 funds tracked by Wall St. Rank hold WHD as of Q3 2025.

  • Atria Investments reported no remaining Cactus position as of Q3 2025 after selling out during the quarter.
  • Atria Investments sold 8,083 Cactus shares in Q3 2025, an estimated $353K.
  • Atria Investments first reported a position in Cactus in Q2 2024 and held it in 5 quarters.
  • Atria Investments's Cactus position peaked at $487K in Q3 2024.
  • 281 funds tracked by Wall St. Rank held Cactus as of Q3 2025.

Based on Atria Investments's 13F filing for Q3 2025, filed 6 Nov 2025.