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
2025 Q4	$2.06K	Buy	+45	New	+$1.88K	﹤0.01%	2225

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

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

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

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SageView Advisory Group's WHD Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Cactus (WHD) in Q4 2025: 45 shares worth $2.06K. The stake represents ﹤0.01% of the portfolio and ranks #2225 among its holdings.

287 funds tracked by Wall St. Rank hold WHD as of Q4 2025.

SageView Advisory Group held 45 shares of Cactus worth $2.06K as of Q4 2025.
Cactus was a new SageView Advisory Group position in Q4 2025.
Cactus made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2225 holding.
287 funds tracked by Wall St. Rank held Cactus as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.