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Van Hulzen Asset Management’s Cactus WHD Stock Holding History

Van Hulzen Asset Management’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
-22,251
Closed -$1.02M – 341
2025
Q1 		$1.02M Sell
22,251
-622
-3% -$34.5K 0.09% 151
2024
Q4 		$1.33M Buy
22,873
+1,682
+8% +$106K 0.1% 145
2024
Q3 		$1.26M Buy
+21,191
New +$1.23M 0.09% 146

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

Van Hulzen Asset Management's WHD Position: Q2 2025 in Review

Van Hulzen Asset Management sold out of Cactus (WHD) in Q2 2025, closing a stake of 22,251 shares — an estimated $1.02M sold.

Van Hulzen Asset Management first reported a position in WHD in Q3 2024 and held it in 3 quarters. The position peaked at $1.33M in Q4 2024. 318 funds tracked by Wall St. Rank hold WHD as of Q2 2025.

  • Van Hulzen Asset Management reported no remaining Cactus position as of Q2 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 22,251 Cactus shares in Q2 2025, an estimated $1.02M.
  • Van Hulzen Asset Management first reported a position in Cactus in Q3 2024 and held it in 3 quarters.
  • Van Hulzen Asset Management's Cactus position peaked at $1.33M in Q4 2024.
  • 318 funds tracked by Wall St. Rank held Cactus as of Q2 2025.

Based on Van Hulzen Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.