MIM
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Morningstar Investment Management’s Cactus WHD Stock Holding History

Morningstar Investment 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
Q2 		$949K Hold
20,033
– – 0.06% 208
2026
Q1 		$949K Buy
+20,033
New +$1.05M 0.06% 206

Other funds holding WHD

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
FAMI
Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
FDS
Freedom Day Solutions Houston, Texas $452M AUM 24.78% 1-Year Est. Return

Morningstar Investment Management's WHD Position: Q2 2026 in Review

Morningstar Investment Management held its Cactus (WHD) position steady in Q2 2026 at 20,033 shares worth $949K. The position accounts for 0.06% of the portfolio, ranked #208.

Morningstar Investment Management first reported a position in WHD in Q1 2026 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

  • Morningstar Investment Management held 20,033 shares of Cactus worth $949K as of Q2 2026.
  • Morningstar Investment Management left its Cactus share count unchanged in Q2 2026.
  • Cactus made up 0.06% of Morningstar Investment Management's portfolio in Q2 2026, its #208 holding.
  • Morningstar Investment Management first reported a position in Cactus in Q1 2026 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.