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Kestra Investment Management’s Cactus WHD Stock Holding History

Kestra Investment 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 		– Sell
-149
Closed -$6.51K – 751
2025
Q2 		$6.51K Buy
149
+2
+1% +$83 ﹤0.01% 576
2025
Q1 		$6.74K Buy
+147
New +$8.14K ﹤0.01% 657

Other funds holding WHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kestra Investment Management's WHD Position: Q3 2025 in Review

Kestra Investment Management sold out of Cactus (WHD) in Q3 2025, closing a stake of 149 shares — an estimated $6.51K sold.

Kestra Investment Management first reported a position in WHD in Q1 2025 and held it in 2 quarters. The position peaked at $6.74K in Q1 2025. 282 funds tracked by Wall St. Rank hold WHD as of Q3 2025.

  • Kestra Investment Management reported no remaining Cactus position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 149 Cactus shares in Q3 2025, an estimated $6.51K.
  • Kestra Investment Management first reported a position in Cactus in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Cactus position peaked at $6.74K in Q1 2025.
  • 282 funds tracked by Wall St. Rank held Cactus as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.