Corient Private Wealth
WHD icon

Corient Private Wealth’s Cactus WHD Stock Holding History

Corient Private Wealth’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 		$313K Sell
6,607
-4,853
-42% -$255K ﹤0.01% 2303
2025
Q4 		$523K Buy
11,460
+5,666
+98% +$237K ﹤0.01% 2278
2025
Q3 		$229K Buy
5,794
+1,137
+24% +$47.8K ﹤0.01% 2288
2025
Q2 		$204K Buy
+4,657
New +$194K ﹤0.01% 2228

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

Corient Private Wealth's WHD Position: Q1 2026 in Review

Corient Private Wealth reduced its Cactus (WHD) stake by 42% in Q1 2026, selling an estimated $255K and leaving 6,607 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #2303.

Corient Private Wealth first reported a position in WHD in Q2 2025 and has held it in 4 quarters since. The position peaked at $523K in Q4 2025. 323 funds tracked by Wall St. Rank hold WHD as of Q1 2026.

  • Corient Private Wealth held 6,607 shares of Cactus worth $313K as of Q1 2026.
  • Corient Private Wealth sold 4,853 Cactus shares in Q1 2026, an estimated $255K.
  • Cactus made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2303 holding.
  • Corient Private Wealth first reported a position in Cactus in Q2 2025 and has held it in 4 quarters since.
  • Corient Private Wealth's Cactus position peaked at $523K in Q4 2025.
  • 323 funds tracked by Wall St. Rank held Cactus as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.