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Kestra Private Wealth Services’s Cactus WHD Stock Holding History

Kestra Private Wealth Services’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 		– Sell
-10,220
Closed -$403K – 1814
2025
Q3 		$403K Buy
10,220
+1,060
+12% +$44.6K 0.01% 1213
2025
Q2 		$400K Buy
+9,160
New +$382K 0.01% 1134

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Kestra Private Wealth Services's WHD Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of Cactus (WHD) in Q4 2025, closing a stake of 10,220 shares — an estimated $403K sold.

Kestra Private Wealth Services first reported a position in WHD in Q2 2025 and held it in 2 quarters. The position peaked at $403K in Q3 2025. 287 funds tracked by Wall St. Rank hold WHD as of Q4 2025.

  • Kestra Private Wealth Services reported no remaining Cactus position as of Q4 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 10,220 Cactus shares in Q4 2025, an estimated $403K.
  • Kestra Private Wealth Services first reported a position in Cactus in Q2 2025 and held it in 2 quarters.
  • Kestra Private Wealth Services's Cactus position peaked at $403K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Cactus as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.