PWMG
WHD icon

Private Wealth Management Group’s Cactus WHD Stock Holding History

Private Wealth Management 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
2026
Q1 		$522 Hold
11
– – ﹤0.01% 1373
2025
Q4 		$503 Sell
11
-12
-52% -$502 ﹤0.01% 1404
2025
Q3 		$908 Hold
23
– – ﹤0.01% 1309
2025
Q2 		$1.01K Sell
23
-79
-77% -$3.3K ﹤0.01% 1282
2025
Q1 		$4.67K Buy
102
+8
+9% +$443 ﹤0.01% 758
2024
Q4 		$5.49K Buy
94
+25
+36% +$1.57K ﹤0.01% 702
2024
Q3 		$4.12K Hold
69
– – ﹤0.01% 805
2024
Q2 		$3.64K Hold
69
– – ﹤0.01% 840
2024
Q1 		$3.46K Hold
69
– – ﹤0.01% 761
2023
Q4 		$3.13K Buy
+69
New +$3.14K ﹤0.01% 791

Other funds holding WHD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return