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Marshall Financial Group (Maryland)’s Cactus WHD Stock Holding History

Marshall Financial Group (Maryland)’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
-22,643
Closed -$894K – 312
2025
Q3 		$894K Buy
22,643
+1,236
+6% +$52K 0.17% 143
2025
Q2 		$940K Buy
+21,407
New +$893K 0.18% 134

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

Marshall Financial Group (Maryland)'s WHD Position: Q4 2025 in Review

Marshall Financial Group (Maryland) sold out of Cactus (WHD) in Q4 2025, closing a stake of 22,643 shares — an estimated $894K sold.

Marshall Financial Group (Maryland) first reported a position in WHD in Q2 2025 and held it in 2 quarters. The position peaked at $940K in Q2 2025. 287 funds tracked by Wall St. Rank hold WHD as of Q4 2025.

  • Marshall Financial Group (Maryland) reported no remaining Cactus position as of Q4 2025 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 22,643 Cactus shares in Q4 2025, an estimated $894K.
  • Marshall Financial Group (Maryland) first reported a position in Cactus in Q2 2025 and held it in 2 quarters.
  • Marshall Financial Group (Maryland)'s Cactus position peaked at $940K in Q2 2025.
  • 287 funds tracked by Wall St. Rank held Cactus as of Q4 2025.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q4 2025, filed 9 Jan 2026.