Moran Wealth Management’s Cactus WHD Stock Holding History

Moran 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 Q1	–	Sell	-3,444	Closed	-$201K	–	492
2024 Q4	$201K	Buy	+3,444	New	+$216K	0.01%	410

Other funds holding WHD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Moran Wealth Management's WHD Position: Q1 2025 in Review

Moran Wealth Management sold out of Cactus (WHD) in Q1 2025, closing a stake of 3,444 shares — an estimated $201K sold.

Moran Wealth Management first reported a position in WHD in Q4 2024 and held it in 1 quarter. The position peaked at $201K in Q4 2024. 312 funds tracked by Wall St. Rank hold WHD as of Q1 2025.

Moran Wealth Management reported no remaining Cactus position as of Q1 2025 after selling out during the quarter.
Moran Wealth Management sold 3,444 Cactus shares in Q1 2025, an estimated $201K.
Moran Wealth Management first reported a position in Cactus in Q4 2024 and held it in 1 quarter.
Moran Wealth Management's Cactus position peaked at $201K in Q4 2024.
312 funds tracked by Wall St. Rank held Cactus as of Q1 2025.

Based on Moran Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.