JWA
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JFS Wealth Advisors’s Cactus WHD Stock Holding History

JFS 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
Q2 		$2.77K Buy
54
+15
+38% +$836 ﹤0.01% 1499
2026
Q1 		$1.85K Buy
39
+20
+105% +$1.05K ﹤0.01% 1531
2025
Q4 		$868 Buy
19
+10
+111% +$418 ﹤0.01% 1727
2025
Q3 		$356 Sell
9
-16
-64% -$673 ﹤0.01% 1801
2025
Q2 		$1.09K Sell
25
-13
-34% -$543 ﹤0.01% 1551
2025
Q1 		$1.74K Buy
38
+8
+27% +$443 ﹤0.01% 1514
2024
Q4 		$1.75K Hold
30
– – ﹤0.01% 1532
2024
Q3 		$1.79K Buy
30
+1
+3% +$58 ﹤0.01% 1532
2024
Q2 		$1.53K Buy
29
+8
+38% +$407 ﹤0.01% 1534
2024
Q1 		$1.05K Sell
21
-1
-5% -$44 ﹤0.01% 1647
2023
Q4 		$999 Sell
22
-8
-27% -$364 ﹤0.01% 1659
2023
Q3 		$1.51K Buy
30
+13
+76% +$653 ﹤0.01% 1470
2023
Q2 		$720 Sell
17
-4
-19% -$156 ﹤0.01% 1691
2023
Q1 		$866 Sell
21
-4
-16% -$193 ﹤0.01% 1618
2022
Q4 		$1.26K Buy
25
+8
+47% +$401 ﹤0.01% 1543
2022
Q3 		$1K Sell
17
-25
-60% -$1K ﹤0.01% 1675
2022
Q2 		$2K Buy
42
+14
+50% +$704 ﹤0.01% 1411
2022
Q1 		$2K Buy
28
+18
+180% +$892 ﹤0.01% 1522
2021
Q4 		$0 Buy
+10
New +$402 ﹤0.01% 1898

Other funds holding WHD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JFS Wealth Advisors's WHD Position: Q2 2026 in Review

JFS Wealth Advisors increased its Cactus (WHD) stake by 38% in Q2 2026, buying an estimated $836 and bringing the position to 54 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

JFS Wealth Advisors first reported a position in WHD in Q4 2021 and has held it in 19 quarters since. 342 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

  • JFS Wealth Advisors held 54 shares of Cactus worth $2.77K as of Q2 2026.
  • JFS Wealth Advisors bought 15 Cactus shares in Q2 2026, an estimated $836.
  • Cactus made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1499 holding.
  • JFS Wealth Advisors first reported a position in Cactus in Q4 2021 and has held it in 19 quarters since.
  • 342 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

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