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J. Safra Asset Management’s Cactus WHD Stock Holding History

J. Safra Asset Management’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 		$3.27K Buy
69
+32
+86% +$1.68K ﹤0.01% 546
2025
Q4 		$1.69K Hold
37
– – ﹤0.01% 594
2025
Q3 		$1.46K Sell
37
-177
-83% -$7.44K ﹤0.01% 442
2025
Q2 		$9.36K Sell
214
-92
-30% -$3.84K ﹤0.01% 311
2025
Q1 		$14K Buy
306
+21
+7% +$1.16K ﹤0.01% 267
2024
Q4 		$16.4K Buy
285
+80
+39% +$5.02K ﹤0.01% 265
2024
Q3 		$12K Buy
205
+183
+832% +$10.6K ﹤0.01% 227
2024
Q2 		$1.16K Buy
+22
New +$1.12K ﹤0.01% 237

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

J. Safra Asset Management's WHD Position: Q1 2026 in Review

J. Safra Asset Management increased its Cactus (WHD) stake by 86% in Q1 2026, buying an estimated $1.68K and bringing the position to 69 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #546.

J. Safra Asset Management first reported a position in WHD in Q2 2024 and has held it in 8 quarters since. The position peaked at $16.4K in Q4 2024. 323 funds tracked by Wall St. Rank hold WHD as of Q1 2026.

  • J. Safra Asset Management held 69 shares of Cactus worth $3.27K as of Q1 2026.
  • J. Safra Asset Management bought 32 Cactus shares in Q1 2026, an estimated $1.68K.
  • Cactus made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #546 holding.
  • J. Safra Asset Management first reported a position in Cactus in Q2 2024 and has held it in 8 quarters since.
  • J. Safra Asset Management's Cactus position peaked at $16.4K in Q4 2024.
  • 323 funds tracked by Wall St. Rank held Cactus as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.