Bank of Montreal
WHD icon

Bank of Montreal’s Cactus WHD Stock Holding History

Bank of Montreal’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 		$242K Buy
5,107
+545
+12% +$28.6K ﹤0.01% 2821
2025
Q4 		$208K Buy
+4,562
New +$191K ﹤0.01% 2818
2025
Q3 		– Sell
-10,624
Closed -$464K – 3834
2025
Q2 		$464K Buy
10,624
+157
+1% +$6.55K ﹤0.01% 2327
2025
Q1 		$480K Buy
10,467
+2,454
+31% +$136K ﹤0.01% 2225
2024
Q4 		$468K Buy
8,013
+903
+13% +$56.7K ﹤0.01% 2271
2024
Q3 		$416K Buy
7,110
+384
+6% +$22.3K ﹤0.01% 2532
2024
Q2 		$358K Buy
+6,726
New +$342K ﹤0.01% 2621
2022
Q3 		– Sell
-5,588
Closed -$293 – 4445
2022
Q2 		$293 Buy
+5,588
New +$281K ﹤0.01% 3019
2021
Q2 		– Sell
-2,024
Closed -$60K – 4952
2021
Q1 		$60K Sell
2,024
-6,021
-75% -$182K ﹤0.01% 3620
2020
Q4 		$233K Sell
8,045
-2,294
-22% -$52K ﹤0.01% 3148
2020
Q3 		$207K Sell
10,339
-1,318
-11% -$28.6K ﹤0.01% 2732
2020
Q2 		$222K Buy
11,657
+6,644
+133% +$115K ﹤0.01% 2675
2020
Q1 		$63K Sell
5,013
-14,538
-74% -$365K ﹤0.01% 2802
2019
Q4 		$672K Buy
19,551
+5,167
+36% +$157K ﹤0.01% 2500
2019
Q3 		$417K Sell
14,384
-6,745
-32% -$195K ﹤0.01% 2508
2019
Q2 		$700K Buy
21,129
+3,995
+23% +$139K ﹤0.01% 2242
2019
Q1 		$610K Sell
17,134
-3,488
-17% -$119K ﹤0.01% 2217
2018
Q4 		$566K Buy
20,622
+1,922
+10% +$62.9K ﹤0.01% 2120
2018
Q3 		$716K Buy
18,700
+18,510
+9,742% +$634K ﹤0.01% 2153
2018
Q2 		$6K Buy
+190
New +$5.87K ﹤0.01% 4092

Other funds holding WHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Bank of Montreal's WHD Position: Q1 2026 in Review

Bank of Montreal increased its Cactus (WHD) stake by 12% in Q1 2026, buying an estimated $28.6K and bringing the position to 5,107 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #2821.

Bank of Montreal first reported a position in WHD in Q2 2018 and has held it in 20 quarters since. The position peaked at $716K in Q3 2018. 324 funds tracked by Wall St. Rank hold WHD as of Q1 2026.

  • Bank of Montreal held 5,107 shares of Cactus worth $242K as of Q1 2026.
  • Bank of Montreal bought 545 Cactus shares in Q1 2026, an estimated $28.6K.
  • Cactus made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2821 holding.
  • Bank of Montreal first reported a position in Cactus in Q2 2018 and has held it in 20 quarters since.
  • Bank of Montreal's Cactus position peaked at $716K in Q3 2018.
  • 324 funds tracked by Wall St. Rank held Cactus as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.