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
Q2 		$20.3K Buy
397
+46
+13% +$2.56K ﹤0.01% 3192
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 $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

Allworth Financial's WHD Position: Q2 2026 in Review

Allworth Financial increased its Cactus (WHD) stake by 13% in Q2 2026, buying an estimated $2.56K and bringing the position to 397 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3192.

Allworth Financial first reported a position in WHD in Q3 2022 and has held it in 14 quarters since. 342 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

  • Allworth Financial held 397 shares of Cactus worth $20.3K as of Q2 2026.
  • Allworth Financial bought 46 Cactus shares in Q2 2026, an estimated $2.56K.
  • Cactus made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3192 holding.
  • Allworth Financial first reported a position in Cactus in Q3 2022 and has held it in 14 quarters since.
  • 342 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.