Financial Harvest’s Cactus WHD Stock Holding History

Financial Harvest’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	–	Sell	-2,843	Closed	-$1.51M	–	103
2025 Q1	$1.51M	Buy	+2,843	New	+$158K	1.25%	13

Other funds holding WHD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Harvest's WHD Position: Q2 2025 in Review

Financial Harvest sold out of Cactus (WHD) in Q2 2025, closing a stake of 2,843 shares — an estimated $1.51M sold.

Financial Harvest first reported a position in WHD in Q1 2025 and held it in 1 quarter. The position peaked at $1.51M in Q1 2025. 318 funds tracked by Wall St. Rank hold WHD as of Q2 2025.

Financial Harvest reported no remaining Cactus position as of Q2 2025 after selling out during the quarter.
Financial Harvest sold 2,843 Cactus shares in Q2 2025, an estimated $1.51M.
Financial Harvest first reported a position in Cactus in Q1 2025 and held it in 1 quarter.
Financial Harvest's Cactus position peaked at $1.51M in Q1 2025.
318 funds tracked by Wall St. Rank held Cactus as of Q2 2025.

Based on Financial Harvest's 13F filing for Q2 2025, filed 14 Jul 2025.