Global Retirement Partners’s Cactus WHD Stock Holding History

Global Retirement Partners’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 Q4	$53.9K	Buy	1,179 +1,176	+39,200%	+$49.2K	﹤0.01%	2306
2025 Q3	$118	Hold	3	–	–	﹤0.01%	3775
2025 Q2	$131	Buy	+3	New	+$125	﹤0.01%	3703
2024 Q4	$9.63K	Sell	165 -50	-23%	-$3.14K	﹤0.01%	2415
2024 Q3	$12.8K	Sell	215 -151	-41%	-$8.78K	﹤0.01%	2189
2024 Q2	$19.3K	Buy	366 +196	+115%	+$9.98K	﹤0.01%	1999
2024 Q1	$8.52K	Sell	170 -6	-3%	-$266	﹤0.01%	2193
2023 Q4	$6.9K	Sell	176 -7	-4%	-$318	﹤0.01%	2206
2023 Q3	$8.65K	Hold	183	–	–	﹤0.01%	2006
2023 Q2	$7.75K	Buy	183 +140	+326%	+$5.46K	﹤0.01%	2055
2023 Q1	$1.61K	Buy	+43	New	+$2.08K	﹤0.01%	2574

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

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

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

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Global Retirement Partners's WHD Position: Q4 2025 in Review

Global Retirement Partners increased its Cactus (WHD) stake by 39,200% in Q4 2025, buying an estimated $49.2K and bringing the position to 1,179 shares worth $53.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2306.

Global Retirement Partners first reported a position in WHD in Q1 2023 and has held it in 11 quarters since. 287 funds tracked by Wall St. Rank hold WHD as of Q4 2025.

Global Retirement Partners held 1,179 shares of Cactus worth $53.9K as of Q4 2025.
Global Retirement Partners bought 1,176 Cactus shares in Q4 2025, an estimated $49.2K.
Cactus made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2306 holding.
Global Retirement Partners first reported a position in Cactus in Q1 2023 and has held it in 11 quarters since.
287 funds tracked by Wall St. Rank held Cactus as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.