DPW
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DiNuzzo Private Wealth’s Cactus WHD Stock Holding History

DiNuzzo 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
Q2 		$410 Sell
8
-3
-27% -$167 ﹤0.01% 1151
2026
Q1 		$522 Buy
11
+6
+120% +$315 ﹤0.01% 1078
2025
Q4 		$229 Hold
5
– – ﹤0.01% 1249
2025
Q3 		$210 Sell
5
-3
-38% -$126 ﹤0.01% 1260
2025
Q2 		$350 Sell
8
-5
-38% -$209 ﹤0.01% 1163
2025
Q1 		$596 Buy
13
+5
+63% +$277 ﹤0.01% 989
2024
Q4 		$467 Buy
8
+1
+14% +$63 ﹤0.01% 1106
2024
Q3 		$418 Buy
7
+2
+40% +$116 ﹤0.01% 1155
2024
Q2 		$264 Buy
5
+1
+25% +$51 ﹤0.01% 1223
2024
Q1 		$201 Sell
4
-1
-20% -$44 ﹤0.01% 1199
2023
Q4 		$227 Buy
+5
New +$227 ﹤0.01% 1196

Other funds holding WHD

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FDS
Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

DiNuzzo Private Wealth's WHD Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Cactus (WHD) stake by 27% in Q2 2026, selling an estimated $167 and leaving 8 shares worth $410. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

DiNuzzo Private Wealth first reported a position in WHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $596 in Q1 2025. 73 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

  • DiNuzzo Private Wealth held 8 shares of Cactus worth $410 as of Q2 2026.
  • DiNuzzo Private Wealth sold 3 Cactus shares in Q2 2026, an estimated $167.
  • Cactus made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1151 holding.
  • DiNuzzo Private Wealth first reported a position in Cactus in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Cactus position peaked at $596 in Q1 2025.
  • 73 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.