Jones Financial Companies
WHD icon

Jones Financial Companies’s Cactus WHD Stock Holding History

Jones Financial Companies’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 		$1.23M Buy
23,726
+4,413
+23% +$246K ﹤0.01% 1783
2026
Q1 		$935K Buy
19,313
+18,483
+2,227% +$970K ﹤0.01% 1750
2025
Q4 		$37.9K Buy
830
+210
+34% +$8.78K ﹤0.01% 2657
2025
Q3 		$25.8K Sell
620
-593
-49% -$24.9K ﹤0.01% 2663
2025
Q2 		$53.8K Buy
1,213
+328
+37% +$13.7K ﹤0.01% 2200
2025
Q1 		$40.4K Buy
885
+44
+5% +$2.44K ﹤0.01% 2147
2024
Q4 		$49.1K Buy
841
+337
+67% +$21.2K ﹤0.01% 1890
2024
Q3 		$29.5K Buy
+504
New +$29.3K ﹤0.01% 1823

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

Jones Financial Companies's WHD Position: Q2 2026 in Review

Jones Financial Companies increased its Cactus (WHD) stake by 23% in Q2 2026, buying an estimated $246K and bringing the position to 23,726 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Jones Financial Companies first reported a position in WHD in Q3 2024 and has held it in 8 quarters since. 342 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

  • Jones Financial Companies held 23,726 shares of Cactus worth $1.23M as of Q2 2026.
  • Jones Financial Companies bought 4,413 Cactus shares in Q2 2026, an estimated $246K.
  • Cactus made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1783 holding.
  • Jones Financial Companies first reported a position in Cactus in Q3 2024 and has held it in 8 quarters since.
  • 342 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.