Stephens Consulting’s Cactus WHD Stock Holding History

Stephens Consulting’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	-1	Closed	-$44	–	1173
2025 Q2	$44	Sell	1 -19	-95%	-$793	﹤0.01%	1125
2025 Q1	$917	Buy	+20	New	+$1.11K	﹤0.01%	678

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Stephens Consulting's WHD Position: Q3 2025 in Review

Stephens Consulting sold out of Cactus (WHD) in Q3 2025, closing a stake of 1 share — an estimated $44 sold.

Stephens Consulting first reported a position in WHD in Q1 2025 and held it in 2 quarters. The position peaked at $917 in Q1 2025. 281 funds tracked by Wall St. Rank hold WHD as of Q3 2025.

Stephens Consulting reported no remaining Cactus position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 1 Cactus share in Q3 2025, an estimated $44.
Stephens Consulting first reported a position in Cactus in Q1 2025 and held it in 2 quarters.
Stephens Consulting's Cactus position peaked at $917 in Q1 2025.
281 funds tracked by Wall St. Rank held Cactus as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.