SageView Advisory Group’s Cactus WHD Stock Holding History

SageView Advisory 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	–	Sell	-45	Closed	-$2.06K	–	2426
2025 Q4	$2.06K	Buy	+45	New	+$1.88K	﹤0.01%	2225

Other funds holding WHD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SageView Advisory Group's WHD Position: Q1 2026 in Review

SageView Advisory Group sold out of Cactus (WHD) in Q1 2026, closing a stake of 45 shares — an estimated $2.06K sold.

SageView Advisory Group first reported a position in WHD in Q4 2025 and held it in 1 quarter. The position peaked at $2.06K in Q4 2025. 324 funds tracked by Wall St. Rank hold WHD as of Q1 2026.

SageView Advisory Group reported no remaining Cactus position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 45 Cactus shares in Q1 2026, an estimated $2.06K.
SageView Advisory Group first reported a position in Cactus in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Cactus position peaked at $2.06K in Q4 2025.
324 funds tracked by Wall St. Rank held Cactus as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.