HWM
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Hemington Wealth Management’s Cactus WHD Stock Holding History

Hemington Wealth Management’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 		$1K Sell
31
-41
-57% -$1.72K ﹤0.01% 1499
2025
Q2 		$3K Buy
72
+22
+44% +$918 ﹤0.01% 1269
2025
Q1 		$2K Buy
50
+15
+43% +$831 ﹤0.01% 1346
2024
Q4 		$2K Buy
35
+15
+75% +$941 ﹤0.01% 1342
2024
Q3 		$1K Buy
+20
New +$1.16K ﹤0.01% 1440

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

Hemington Wealth Management's WHD Position: Q3 2025 in Review

Hemington Wealth Management reduced its Cactus (WHD) stake by 57% in Q3 2025, selling an estimated $1.72K and leaving 31 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Hemington Wealth Management first reported a position in WHD in Q3 2024 and has held it in 5 quarters since. The position peaked at $3K in Q2 2025. 281 funds tracked by Wall St. Rank hold WHD as of Q3 2025.

  • Hemington Wealth Management held 31 shares of Cactus worth $1K as of Q3 2025.
  • Hemington Wealth Management sold 41 Cactus shares in Q3 2025, an estimated $1.72K.
  • Cactus made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1499 holding.
  • Hemington Wealth Management first reported a position in Cactus in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's Cactus position peaked at $3K in Q2 2025.
  • 281 funds tracked by Wall St. Rank held Cactus as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.