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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
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 $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

Outlook Wealth Advisors's WHD Position: Q1 2026 in Review

Outlook Wealth Advisors increased its Cactus (WHD) stake by 0.45% in Q1 2026, buying an estimated $1.47K and bringing the position to 6,209 shares worth $294K. The position accounts for 0.07% of the portfolio, ranked #257.

Outlook Wealth Advisors first reported a position in WHD in Q3 2025 and has held it in 3 quarters since. 324 funds tracked by Wall St. Rank hold WHD as of Q1 2026.

  • Outlook Wealth Advisors held 6,209 shares of Cactus worth $294K as of Q1 2026.
  • Outlook Wealth Advisors bought 28 Cactus shares in Q1 2026, an estimated $1.47K.
  • Cactus made up 0.07% of Outlook Wealth Advisors's portfolio in Q1 2026, its #257 holding.
  • Outlook Wealth Advisors first reported a position in Cactus in Q3 2025 and has held it in 3 quarters since.
  • 324 funds tracked by Wall St. Rank held Cactus as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.