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Summit Wealth Group (Colorado)’s Cactus WHD Stock Holding History

Summit Wealth Group (Colorado)’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 		– Sell
-5,449
Closed -$274K – 648
2025
Q3 		$274K Buy
+5,449
New +$229K 0.03% 380

Other funds holding WHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Summit Wealth Group (Colorado)'s WHD Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Cactus (WHD) in Q4 2025, closing a stake of 5,449 shares — an estimated $274K sold.

Summit Wealth Group (Colorado) first reported a position in WHD in Q3 2025 and held it in 1 quarter. The position peaked at $274K in Q3 2025. 287 funds tracked by Wall St. Rank hold WHD as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Cactus position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 5,449 Cactus shares in Q4 2025, an estimated $274K.
  • Summit Wealth Group (Colorado) first reported a position in Cactus in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Cactus position peaked at $274K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Cactus as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.