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Larson Financial Group’s Cactus WHD Stock Holding History

Larson Financial Group’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
-20
Closed -$874 – 3665
2025
Q2 		$874 Buy
20
+18
+900% +$751 ﹤0.01% 2685
2025
Q1 		$92 Hold
2
– – ﹤0.01% 2927
2024
Q4 		$117 Hold
2
– – ﹤0.01% 2571
2024
Q3 		$119 Hold
2
– – ﹤0.01% 2503
2024
Q2 		$105 Buy
+2
New +$102 ﹤0.01% 2234

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

Larson Financial Group's WHD Position: Q3 2025 in Review

Larson Financial Group sold out of Cactus (WHD) in Q3 2025, closing a stake of 20 shares — an estimated $874 sold.

Larson Financial Group first reported a position in WHD in Q2 2024 and held it in 5 quarters. The position peaked at $874 in Q2 2025. 281 funds tracked by Wall St. Rank hold WHD as of Q3 2025.

  • Larson Financial Group reported no remaining Cactus position as of Q3 2025 after selling out during the quarter.
  • Larson Financial Group sold 20 Cactus shares in Q3 2025, an estimated $874.
  • Larson Financial Group first reported a position in Cactus in Q2 2024 and held it in 5 quarters.
  • Larson Financial Group's Cactus position peaked at $874 in Q2 2025.
  • 281 funds tracked by Wall St. Rank held Cactus as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.