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Mount Yale Investment Advisors’s Cactus WHD Stock Holding History

Mount Yale Investment Advisors’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
-265
Closed -$11.6K – 1604
2025
Q2 		$11.6K Buy
+265
New +$11.1K ﹤0.01% 1120

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

Mount Yale Investment Advisors's WHD Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Cactus (WHD) in Q3 2025, closing a stake of 265 shares — an estimated $11.6K sold.

Mount Yale Investment Advisors first reported a position in WHD in Q2 2025 and held it in 1 quarter. The position peaked at $11.6K in Q2 2025. 281 funds tracked by Wall St. Rank hold WHD as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Cactus position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 265 Cactus shares in Q3 2025, an estimated $11.6K.
  • Mount Yale Investment Advisors first reported a position in Cactus in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Cactus position peaked at $11.6K in Q2 2025.
  • 281 funds tracked by Wall St. Rank held Cactus as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.