Cerity Partners
WHD icon

Cerity Partners’s Cactus WHD Stock Holding History

Cerity 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
2026
Q1 		$404K Sell
8,531
-879
-9% -$46.1K ﹤0.01% 2413
2025
Q4 		$430K Buy
9,410
+694
+8% +$29K ﹤0.01% 2201
2025
Q3 		$344K Buy
+8,716
New +$367K ﹤0.01% 2196
2024
Q4 		– Sell
-3,838
Closed -$229K – 2616
2024
Q3 		$229K Buy
+3,838
New +$223K ﹤0.01% 2238
2024
Q1 		– Sell
-11,142
Closed -$506K – 2355
2023
Q4 		$506K Buy
11,142
+1,660
+18% +$75.5K ﹤0.01% 1267
2023
Q3 		$476K Buy
+9,482
New +$477K ﹤0.01% 993

Other funds holding WHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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

Cerity Partners's WHD Position: Q1 2026 in Review

Cerity Partners reduced its Cactus (WHD) stake by 9.3% in Q1 2026, selling an estimated $46.1K and leaving 8,531 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #2413.

Cerity Partners first reported a position in WHD in Q3 2023 and has held it in 6 quarters since. The position peaked at $506K in Q4 2023. 323 funds tracked by Wall St. Rank hold WHD as of Q1 2026.

  • Cerity Partners held 8,531 shares of Cactus worth $404K as of Q1 2026.
  • Cerity Partners sold 879 Cactus shares in Q1 2026, an estimated $46.1K.
  • Cactus made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2413 holding.
  • Cerity Partners first reported a position in Cactus in Q3 2023 and has held it in 6 quarters since.
  • Cerity Partners's Cactus position peaked at $506K in Q4 2023.
  • 323 funds tracked by Wall St. Rank held Cactus as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.