Bell Investment Advisors’s Cactus WHD Stock Holding History

Bell Investment Advisors’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	$718	Hold	14	–	–	﹤0.01%	1616
2026 Q1	$664	Hold	14	–	–	﹤0.01%	1645
2025 Q4	$640	Sell	14 -11	-44%	-$460	﹤0.01%	1661
2025 Q3	$987	Hold	25	–	–	﹤0.01%	1557
2025 Q2	$1.09K	Buy	25 +1	+4%	+$42	﹤0.01%	1562
2025 Q1	$1.1K	Hold	24	–	–	﹤0.01%	1521
2024 Q4	$1.4K	Hold	24	–	–	﹤0.01%	1471
2024 Q3	$1.43K	Hold	24	–	–	﹤0.01%	1470
2024 Q2	$1.27K	Hold	24	–	–	﹤0.01%	1535
2024 Q1	$1.2K	Buy	24 +11	+85%	+$487	﹤0.01%	1548
2023 Q4	$591	Hold	13	–	–	﹤0.01%	1772
2023 Q3	$653	Hold	13	–	–	﹤0.01%	1689
2023 Q2	$551	Sell	13 -14	-52%	-$546	﹤0.01%	1799
2023 Q1	$1.11K	Sell	27 -10	-27%	-$483	﹤0.01%	1519
2022 Q4	$1.86K	Buy	37 +10	+37%	+$502	﹤0.01%	1329
2022 Q3	$1K	Sell	27 -21	-44%	-$842	﹤0.01%	1630
2022 Q2	$2K	Buy	+48	New	+$2.41K	﹤0.01%	1257
2021 Q4	$2K	Buy	48 +34	+243%	+$1.37K	﹤0.01%	1260
2021 Q3	$1K	Buy	+14	New	+$505	﹤0.01%	1613

Other funds holding WHD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Bell Investment Advisors's WHD Position: Q2 2026 in Review

Bell Investment Advisors held its Cactus (WHD) position steady in Q2 2026 at 14 shares worth $718. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

Bell Investment Advisors first reported a position in WHD in Q3 2021 and has held it in 19 quarters since. The position peaked at $2K in Q2 2022. 342 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

Bell Investment Advisors held 14 shares of Cactus worth $718 as of Q2 2026.
Bell Investment Advisors left its Cactus share count unchanged in Q2 2026.
Cactus made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1616 holding.
Bell Investment Advisors first reported a position in Cactus in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Cactus position peaked at $2K in Q2 2022.
342 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.