CA
WHD icon

Continuum Advisory’s Cactus WHD Stock Holding History

Continuum Advisory’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
-26
Closed -$1.52K – 1950
2024
Q4 		$1.52K Hold
26
– – ﹤0.01% 1504
2024
Q3 		$1.71K Buy
26
+4
+18% +$233 ﹤0.01% 1494
2024
Q2 		$1.16K Hold
22
– – ﹤0.01% 1438
2024
Q1 		$1.12K Buy
+22
New +$974 ﹤0.01% 1446

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

Continuum Advisory's WHD Position: Q1 2025 in Review

Continuum Advisory sold out of Cactus (WHD) in Q1 2025, closing a stake of 26 shares — an estimated $1.52K sold.

Continuum Advisory first reported a position in WHD in Q1 2024 and held it in 4 quarters. The position peaked at $1.71K in Q3 2024. 312 funds tracked by Wall St. Rank hold WHD as of Q1 2025.

  • Continuum Advisory reported no remaining Cactus position as of Q1 2025 after selling out during the quarter.
  • Continuum Advisory sold 26 Cactus shares in Q1 2025, an estimated $1.52K.
  • Continuum Advisory first reported a position in Cactus in Q1 2024 and held it in 4 quarters.
  • Continuum Advisory's Cactus position peaked at $1.71K in Q3 2024.
  • 312 funds tracked by Wall St. Rank held Cactus as of Q1 2025.

Based on Continuum Advisory's 13F filing for Q1 2025, filed 23 Apr 2025.