KAS
WHD icon

Kestra Advisory Services’s Cactus WHD Stock Holding History

Kestra Advisory Services’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 		$379K Buy
+7,992
New +$419K ﹤0.01% 2446
2023
Q1 		– Sell
-5,807
Closed -$292K – 2320
2022
Q4 		$292K Buy
+5,807
New +$291K ﹤0.01% 1763

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

Kestra Advisory Services's WHD Position: Q1 2026 in Review

Kestra Advisory Services opened a new position in Cactus (WHD) in Q1 2026: 7,992 shares worth $379K. The stake represents ﹤0.01% of the portfolio and ranks #2446 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in WHD as recently as Q4 2022.

Kestra Advisory Services first reported a position in WHD in Q4 2022 and has held it in 2 quarters since. 323 funds tracked by Wall St. Rank hold WHD as of Q1 2026.

  • Kestra Advisory Services held 7,992 shares of Cactus worth $379K as of Q1 2026.
  • Cactus was a new Kestra Advisory Services position in Q1 2026.
  • Cactus made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2446 holding.
  • Kestra Advisory Services first reported a position in Cactus in Q4 2022 and has held it in 2 quarters since.
  • 323 funds tracked by Wall St. Rank held Cactus as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.