SPL
WHD icon

Superior Planning, LLC’s Cactus WHD Stock Holding History

Superior Planning, LLC’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
2026
Q3 		$9.15K Buy
+147
New +$9.36K ﹤0.01% 959

Other funds holding WHD

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Superior Planning, LLC's WHD Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Cactus (WHD) in Q3 2026: 147 shares worth $9.15K. The stake represents ﹤0.01% of the portfolio and ranks #959 among its holdings.

256 funds tracked by Wall St. Rank hold WHD as of Q3 2026.

  • Superior Planning, LLC held 147 shares of Cactus worth $9.15K as of Q3 2026.
  • Cactus was a new Superior Planning, LLC position in Q3 2026.
  • Cactus made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #959 holding.
  • 256 funds tracked by Wall St. Rank held Cactus as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.