AF
WHD icon

Allworth Financial’s Cactus WHD Stock Holding History

Allworth 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
2026
Q1 		$16.6K Buy
351
+6
+2% +$315 ﹤0.01% 3126
2025
Q4 		$15.8K Buy
345
+84
+32% +$3.51K ﹤0.01% 2964
2025
Q3 		$10.3K Buy
261
+52
+25% +$2.19K ﹤0.01% 3124
2025
Q2 		$9.14K Buy
209
+93
+80% +$3.88K ﹤0.01% 2938
2025
Q1 		$4.49K Buy
116
+22
+23% +$1.22K ﹤0.01% 2821
2024
Q4 		$5.91K Sell
94
-42
-31% -$2.64K ﹤0.01% 2679
2024
Q3 		$8.12K Sell
136
-62
-31% -$3.6K ﹤0.01% 2350
2024
Q2 		$11.4K Buy
198
+67
+51% +$3.41K ﹤0.01% 2174
2024
Q1 		$6.56K Sell
131
-25
-16% -$1.11K ﹤0.01% 2292
2023
Q4 		$7.08K Buy
+156
New +$7.1K ﹤0.01% 2123
2023
Q2 		– Sell
-321
Closed -$13.2K – 3395
2023
Q1 		$13.2K Hold
321
– – ﹤0.01% 1693
2022
Q4 		$16.1K Hold
321
– – ﹤0.01% 1476
2022
Q3 		$12K Buy
+321
New +$12.9K ﹤0.01% 1583

Other funds holding WHD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allworth Financial's WHD Position: Q1 2026 in Review

Allworth Financial increased its Cactus (WHD) stake by 1.7% in Q1 2026, buying an estimated $315 and bringing the position to 351 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3126.

Allworth Financial first reported a position in WHD in Q3 2022 and has held it in 13 quarters since. 323 funds tracked by Wall St. Rank hold WHD as of Q1 2026.

  • Allworth Financial held 351 shares of Cactus worth $16.6K as of Q1 2026.
  • Allworth Financial bought 6 Cactus shares in Q1 2026, an estimated $315.
  • Cactus made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #3126 holding.
  • Allworth Financial first reported a position in Cactus in Q3 2022 and has held it in 13 quarters since.
  • 323 funds tracked by Wall St. Rank held Cactus as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.