CWM
WHD icon

Congress Wealth Management’s Cactus WHD Stock Holding History

Congress 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
2025
Q2 		$3.52M Buy
80,562
+2,574
+3% +$107K 0.03% 453
2025
Q1 		$3.57M Buy
77,988
+16,936
+28% +$938K 0.04% 376
2024
Q4 		$3.56M Buy
61,052
+3,444
+6% +$216K 0.05% 328
2024
Q3 		$3.44M Buy
57,608
+2,060
+4% +$120K 0.05% 345
2024
Q2 		$2.93M Buy
55,548
+5,692
+11% +$290K 0.05% 306
2024
Q1 		$2.5M Buy
49,856
+4,927
+11% +$218K 0.04% 289
2023
Q4 		$2.04M Sell
44,929
-1,381
-3% -$62.8K 0.04% 309
2023
Q3 		$2.33M Buy
46,310
+4,439
+11% +$223K 0.05% 285
2023
Q2 		$1.77M Sell
41,871
-338
-0.8% -$13.2K 0.04% 282
2023
Q1 		$1.74M Buy
42,209
+4,462
+12% +$216K 0.04% 282
2022
Q4 		$1.9M Buy
37,747
+3,524
+10% +$177K 0.05% 267
2022
Q3 		$1.31M Buy
34,223
+5,068
+17% +$203K 0.04% 306
2022
Q2 		$1.17M Buy
29,155
+3,756
+15% +$189K 0.03% 317
2022
Q1 		$1.44M Buy
25,399
+2,610
+11% +$129K 0.03% 315
2021
Q4 		$869K Buy
+22,789
New +$917K 0.02% 390

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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