Aviva

Aviva’s Cactus WHD Stock Holding History

Aviva’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	$417K	Sell	8,806 -2,405	-21%	-$126K	﹤0.01%	778
2025 Q4	$512K	Sell	11,211 -436	-4%	-$18.2K	﹤0.01%	734
2025 Q3	$460K	Buy	11,647 +982	+9%	+$41.3K	﹤0.01%	813
2025 Q2	$466K	Sell	10,665 -1,676	-14%	-$69.9K	﹤0.01%	797
2025 Q1	$566K	Buy	12,341 +2,998	+32%	+$166K	﹤0.01%	768
2024 Q4	$545K	Sell	9,343 -1,473	-14%	-$92.5K	﹤0.01%	800
2024 Q3	$645K	Sell	10,816 -1,527	-12%	-$88.8K	﹤0.01%	761
2024 Q2	$651K	Sell	12,343 -1,051	-8%	-$53.5K	﹤0.01%	701
2024 Q1	$671K	Sell	13,394 -869	-6%	-$38.5K	﹤0.01%	740
2023 Q4	$648K	Buy	14,263 +2,829	+25%	+$129K	﹤0.01%	800
2023 Q3	$574K	Sell	11,434 -26,945	-70%	-$1.35M	﹤0.01%	838
2023 Q2	$1.62M	Buy	38,379 +4,680	+14%	+$182K	0.01%	658
2023 Q1	$1.39M	Buy	33,699 +14,299	+74%	+$691K	0.01%	808
2022 Q4	$975K	Sell	19,400 -19,253	-50%	-$966K	﹤0.01%	852
2022 Q3	$1.49M	Buy	+38,653	New	+$1.55M	0.01%	808

Other funds holding WHD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return