Truist Financial
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Truist Financial’s Cactus WHD Stock Holding History

Truist Financial’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
Q2 		– Sell
-4,875
Closed -$223K – 2699
2025
Q1 		$223K Sell
4,875
-320
-6% -$17.7K ﹤0.01% 2311
2024
Q4 		$303K Sell
5,195
-289
-5% -$18.1K ﹤0.01% 2150
2024
Q3 		$327K Sell
5,484
-134
-2% -$7.79K ﹤0.01% 2080
2024
Q2 		$296K Buy
5,618
+733
+15% +$37.3K ﹤0.01% 2296
2024
Q1 		$245K Sell
4,885
-3,960
-45% -$175K ﹤0.01% 2392
2023
Q4 		$402K Buy
8,845
+1,912
+28% +$87K ﹤0.01% 2124
2023
Q3 		$348K Buy
6,933
+125
+2% +$6.28K ﹤0.01% 2138
2023
Q2 		$288K Buy
6,808
+401
+6% +$15.6K ﹤0.01% 2272
2023
Q1 		$264K Buy
+6,407
New +$309K ﹤0.01% 2291
2020
Q1 		– Sell
-297,091
Closed -$10.2M – 2587
2019
Q4 		$10.2M Buy
+297,091
New +$9.02M 0.02% 572

Other funds holding WHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Truist Financial's WHD Position: Q2 2025 in Review

Truist Financial sold out of Cactus (WHD) in Q2 2025, closing a stake of 4,875 shares — an estimated $223K sold.

Truist Financial first reported a position in WHD in Q4 2019 and held it in 10 quarters. The position peaked at $10.2M in Q4 2019. 318 funds tracked by Wall St. Rank hold WHD as of Q2 2025.

  • Truist Financial reported no remaining Cactus position as of Q2 2025 after selling out during the quarter.
  • Truist Financial sold 4,875 Cactus shares in Q2 2025, an estimated $223K.
  • Truist Financial first reported a position in Cactus in Q4 2019 and held it in 10 quarters.
  • Truist Financial's Cactus position peaked at $10.2M in Q4 2019.
  • 318 funds tracked by Wall St. Rank held Cactus as of Q2 2025.

Based on Truist Financial's 13F filing for Q2 2025, filed 18 Jul 2025.