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Clearstead Advisors’s Cactus WHD Stock Holding History

Clearstead 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 		$3.54K Buy
+69
New +$3.85K ﹤0.01% 2281
2024
Q3 		– Sell
-84
Closed -$4.43K – 2118
2024
Q2 		$4.43K Buy
84
+11
+15% +$560 ﹤0.01% 1702
2024
Q1 		$3.7K Hold
73
– – ﹤0.01% 1218
2023
Q4 		$3.31K Hold
73
– – ﹤0.01% 1221
2023
Q3 		$3.67K Buy
+73
New +$3.67K ﹤0.01% 1121

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 $3.37T AUM 44.26% 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

Clearstead Advisors's WHD Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Cactus (WHD) in Q2 2026: 69 shares worth $3.54K. The stake represents ﹤0.01% of the portfolio and ranks #2281 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in WHD as recently as Q2 2024.

Clearstead Advisors first reported a position in WHD in Q3 2023 and has held it in 5 quarters since. The position peaked at $4.43K in Q2 2024. 343 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

  • Clearstead Advisors held 69 shares of Cactus worth $3.54K as of Q2 2026.
  • Cactus was a new Clearstead Advisors position in Q2 2026.
  • Cactus made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2281 holding.
  • Clearstead Advisors first reported a position in Cactus in Q3 2023 and has held it in 5 quarters since.
  • Clearstead Advisors's Cactus position peaked at $4.43K in Q2 2024.
  • 343 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.