EverSource Wealth Advisors’s Cactus WHD Stock Holding History

EverSource Wealth 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 Q1	$25.5K	Buy	538 +64	+14%	+$3.36K	﹤0.01%	2358
2025 Q4	$21.7K	Sell	474 -168	-26%	-$7.02K	﹤0.01%	2336
2025 Q3	$25.3K	Buy	642 +259	+68%	+$10.9K	﹤0.01%	2178
2025 Q2	$16.7K	Buy	383 +341	+812%	+$14.2K	﹤0.01%	2435
2025 Q1	$1.93K	Buy	42 +4	+11%	+$222	﹤0.01%	2949
2024 Q4	$2.22K	Buy	38 +14	+58%	+$879	﹤0.01%	2676
2024 Q3	$1.43K	Hold	24	–	–	﹤0.01%	2629
2024 Q2	$1.51K	Hold	24	–	–	﹤0.01%	2634
2024 Q1	$1.19K	Sell	24 -165	-87%	-$7.31K	﹤0.01%	2528
2023 Q4	$8.58K	Buy	189 +165	+688%	+$7.51K	﹤0.01%	1631
2023 Q3	$1.21K	Hold	24	–	–	﹤0.01%	2148
2023 Q2	$1.02K	Buy	24 +14	+140%	+$546	﹤0.01%	2219
2023 Q1	$412	Sell	10 -59	-86%	-$2.85K	﹤0.01%	2269
2022 Q4	$3.47K	Hold	69	–	–	﹤0.01%	1730
2022 Q3	$3K	Sell	69 -598	-90%	-$24K	﹤0.01%	1596
2022 Q2	$27K	Buy	667 +598	+867%	+$30.1K	0.01%	757
2022 Q1	$4K	Hold	69	–	–	﹤0.01%	1369
2021 Q4	$3K	Buy	+69	New	+$2.78K	﹤0.01%	1468

Other funds holding WHD

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EverSource Wealth Advisors's WHD Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Cactus (WHD) stake by 14% in Q1 2026, buying an estimated $3.36K and bringing the position to 538 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2358.

EverSource Wealth Advisors first reported a position in WHD in Q4 2021 and has held it in 18 quarters since. The position peaked at $27K in Q2 2022. 323 funds tracked by Wall St. Rank hold WHD as of Q1 2026.

EverSource Wealth Advisors held 538 shares of Cactus worth $25.5K as of Q1 2026.
EverSource Wealth Advisors bought 64 Cactus shares in Q1 2026, an estimated $3.36K.
Cactus made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2358 holding.
EverSource Wealth Advisors first reported a position in Cactus in Q4 2021 and has held it in 18 quarters since.
EverSource Wealth Advisors's Cactus position peaked at $27K in Q2 2022.
323 funds tracked by Wall St. Rank held Cactus as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.