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Global Financial Private Client’s Cactus WHD Stock Holding History

Global Financial Private Client’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
-76
Closed -$3.48K – 1596
2025
Q1 		$3.48K Buy
76
+73
+2,433% +$4.04K ﹤0.01% 743
2024
Q4 		$175 Buy
+3
New +$188 ﹤0.01% 1321

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

Global Financial Private Client's WHD Position: Q2 2025 in Review

Global Financial Private Client sold out of Cactus (WHD) in Q2 2025, closing a stake of 76 shares — an estimated $3.48K sold.

Global Financial Private Client first reported a position in WHD in Q4 2024 and held it in 2 quarters. The position peaked at $3.48K in Q1 2025. 318 funds tracked by Wall St. Rank hold WHD as of Q2 2025.

  • Global Financial Private Client reported no remaining Cactus position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 76 Cactus shares in Q2 2025, an estimated $3.48K.
  • Global Financial Private Client first reported a position in Cactus in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Cactus position peaked at $3.48K in Q1 2025.
  • 318 funds tracked by Wall St. Rank held Cactus as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.