JWM
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JPL Wealth Management’s Cactus WHD Stock Holding History

JPL Wealth 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 		$1.42K Buy
+30
New +$1.57K ﹤0.01% 1080
2025
Q4 		– Sell
-30
Closed -$1.19K – 1128
2025
Q3 		$1.19K Buy
+30
New +$1.26K ﹤0.01% 969

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

JPL Wealth Management's WHD Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Cactus (WHD) in Q1 2026: 30 shares worth $1.42K. The stake represents ﹤0.01% of the portfolio and ranks #1080 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in WHD as recently as Q3 2025.

JPL Wealth Management first reported a position in WHD in Q3 2025 and has held it in 2 quarters since. 323 funds tracked by Wall St. Rank hold WHD as of Q1 2026.

  • JPL Wealth Management held 30 shares of Cactus worth $1.42K as of Q1 2026.
  • Cactus was a new JPL Wealth Management position in Q1 2026.
  • Cactus made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #1080 holding.
  • JPL Wealth Management first reported a position in Cactus in Q3 2025 and has held it in 2 quarters since.
  • 323 funds tracked by Wall St. Rank held Cactus as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.