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Barlow Wealth Partners’s Cactus WHD Stock Holding History

Barlow Wealth Partners’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
Q1 		– Sell
-270,435
Closed -$17.1M – 145
2024
Q4 		$17.1M Buy
270,435
+11,968
+5% +$751K 2.16% 20
2024
Q3 		$16.6M Buy
258,467
+3,960
+2% +$230K 2.17% 16
2024
Q2 		$14.6M Buy
+254,507
New +$13M 2.01% 19

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barlow Wealth Partners's WHD Position: Q1 2025 in Review

Barlow Wealth Partners sold out of Cactus (WHD) in Q1 2025, closing a stake of 270,435 shares — an estimated $17.1M sold.

Barlow Wealth Partners first reported a position in WHD in Q2 2024 and held it in 3 quarters. The position peaked at $17.1M in Q4 2024. 312 funds tracked by Wall St. Rank hold WHD as of Q1 2025.

  • Barlow Wealth Partners reported no remaining Cactus position as of Q1 2025 after selling out during the quarter.
  • Barlow Wealth Partners sold 270,435 Cactus shares in Q1 2025, an estimated $17.1M.
  • Barlow Wealth Partners first reported a position in Cactus in Q2 2024 and held it in 3 quarters.
  • Barlow Wealth Partners's Cactus position peaked at $17.1M in Q4 2024.
  • 312 funds tracked by Wall St. Rank held Cactus as of Q1 2025.

Based on Barlow Wealth Partners's 13F filing for Q1 2025, filed 28 Apr 2025.