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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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Congress Wealth Management's WHD Position: Q2 2025 in Review

Congress Wealth Management increased its Cactus (WHD) stake by 3.3% in Q2 2025, buying an estimated $107K and bringing the position to 80,562 shares worth $3.52M. The position accounts for 0.03% of the portfolio, ranked #453.

Congress Wealth Management first reported a position in WHD in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.57M in Q1 2025. 318 funds tracked by Wall St. Rank hold WHD as of Q2 2025.

  • Congress Wealth Management held 80,562 shares of Cactus worth $3.52M as of Q2 2025.
  • Congress Wealth Management bought 2,574 Cactus shares in Q2 2025, an estimated $107K.
  • Cactus made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #453 holding.
  • Congress Wealth Management first reported a position in Cactus in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Cactus position peaked at $3.57M in Q1 2025.
  • 318 funds tracked by Wall St. Rank held Cactus as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.