Curio Wealth’s Cactus WHD Stock Holding History

Curio 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 Q2	–	Sell	-1	Closed	-$47	–	1158
2026 Q1	$47	Buy	+1	New	+$52	﹤0.01%	1140

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

Curio Wealth's WHD Position: Q2 2026 in Review

Curio Wealth sold out of Cactus (WHD) in Q2 2026, closing a stake of 1 share — an estimated $47 sold.

Curio Wealth first reported a position in WHD in Q1 2026 and held it in 1 quarter. The position peaked at $47 in Q1 2026. 342 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

Curio Wealth reported no remaining Cactus position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 Cactus share in Q2 2026, an estimated $47.
Curio Wealth first reported a position in Cactus in Q1 2026 and held it in 1 quarter.
Curio Wealth's Cactus position peaked at $47 in Q1 2026.
342 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.