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Outlook Wealth Advisors’s Cactus WHD Stock Holding History

Outlook 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 		$316K Sell
6,159
-50
-0.8% -$2.79K 0.07% 243
2026
Q1 		$294K Buy
6,209
+28
+0.5% +$1.47K 0.07% 257
2025
Q4 		$282K Buy
6,181
+94
+2% +$3.93K 0.06% 251
2025
Q3 		$240K Buy
+6,087
New +$256K 0.06% 276

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

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

Outlook Wealth Advisors reduced its Cactus (WHD) stake by 0.81% in Q2 2026, selling an estimated $2.79K and leaving 6,159 shares worth $316K. The position accounts for 0.07% of the portfolio, ranked #243.

Outlook Wealth Advisors first reported a position in WHD in Q3 2025 and has held it in 4 quarters since. 342 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

  • Outlook Wealth Advisors held 6,159 shares of Cactus worth $316K as of Q2 2026.
  • Outlook Wealth Advisors sold 50 Cactus shares in Q2 2026, an estimated $2.79K.
  • Cactus made up 0.07% of Outlook Wealth Advisors's portfolio in Q2 2026, its #243 holding.
  • Outlook Wealth Advisors first reported a position in Cactus in Q3 2025 and has held it in 4 quarters since.
  • 342 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.