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Financial Network Wealth Advisors’s Cactus WHD Stock Holding History

Financial Network Wealth Advisors’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
Q3 		– Sell
-29
Closed -$1.27K – 856
2025
Q2 		$1.27K Hold
29
– – ﹤0.01% 727
2025
Q1 		$1.33K Hold
29
– – ﹤0.01% 651
2024
Q4 		$1.69K Buy
29
+1
+4% +$63 ﹤0.01% 416
2024
Q3 		$1.67K Hold
28
– – ﹤0.01% 680
2024
Q2 		$1.48K Buy
+28
New +$1.43K ﹤0.01% 778

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Financial Network Wealth Advisors's WHD Position: Q3 2025 in Review

Financial Network Wealth Advisors sold out of Cactus (WHD) in Q3 2025, closing a stake of 29 shares — an estimated $1.27K sold.

Financial Network Wealth Advisors first reported a position in WHD in Q2 2024 and held it in 5 quarters. The position peaked at $1.69K in Q4 2024. 281 funds tracked by Wall St. Rank hold WHD as of Q3 2025.

  • Financial Network Wealth Advisors reported no remaining Cactus position as of Q3 2025 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 29 Cactus shares in Q3 2025, an estimated $1.27K.
  • Financial Network Wealth Advisors first reported a position in Cactus in Q2 2024 and held it in 5 quarters.
  • Financial Network Wealth Advisors's Cactus position peaked at $1.69K in Q4 2024.
  • 281 funds tracked by Wall St. Rank held Cactus as of Q3 2025.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.