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Principal Securities’s Cactus WHD Stock Holding History

Principal Securities’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
-880
Closed -$38.5K – 3859
2025
Q2 		$38.5K Sell
880
-102
-10% -$4.26K ﹤0.01% 2004
2025
Q1 		$57.3K Hold
982
– – ﹤0.01% 1700
2024
Q4 		$57.3K Sell
982
-19
-2% -$1.19K ﹤0.01% 1699
2024
Q3 		$59.7K Buy
1,001
+255
+34% +$14.8K ﹤0.01% 1608
2024
Q2 		$39.3K Buy
746
+30
+4% +$1.53K ﹤0.01% 1734
2024
Q1 		$35.9K Buy
716
+47
+7% +$2.08K ﹤0.01% 1717
2023
Q4 		$30.4K Buy
+669
New +$30.4K ﹤0.01% 1714

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

Principal Securities's WHD Position: Q3 2025 in Review

Principal Securities sold out of Cactus (WHD) in Q3 2025, closing a stake of 880 shares — an estimated $38.5K sold.

Principal Securities first reported a position in WHD in Q4 2023 and held it in 7 quarters. The position peaked at $59.7K in Q3 2024. 281 funds tracked by Wall St. Rank hold WHD as of Q3 2025.

  • Principal Securities reported no remaining Cactus position as of Q3 2025 after selling out during the quarter.
  • Principal Securities sold 880 Cactus shares in Q3 2025, an estimated $38.5K.
  • Principal Securities first reported a position in Cactus in Q4 2023 and held it in 7 quarters.
  • Principal Securities's Cactus position peaked at $59.7K in Q3 2024.
  • 281 funds tracked by Wall St. Rank held Cactus as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.