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Pinnacle Wealth Planning Services’s Cactus WHD Stock Holding History

Pinnacle Wealth Planning 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 		$89K Buy
1,879
+33
+2% +$1.73K 0.01% 862
2025
Q4 		$84.3K Buy
+1,846
New +$77.2K 0.01% 873
2021
Q1 		– Sell
-1,837
Closed -$48K – 1942
2020
Q4 		$48K Buy
+1,837
New +$41.6K 0.01% 822

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

Pinnacle Wealth Planning Services's WHD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Cactus (WHD) stake by 1.8% in Q1 2026, buying an estimated $1.73K and bringing the position to 1,879 shares worth $89K. The position accounts for 0.01% of the portfolio, ranked #862.

Pinnacle Wealth Planning Services first reported a position in WHD in Q4 2020 and has held it in 3 quarters since. 323 funds tracked by Wall St. Rank hold WHD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,879 shares of Cactus worth $89K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 33 Cactus shares in Q1 2026, an estimated $1.73K.
  • Cactus made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #862 holding.
  • Pinnacle Wealth Planning Services first reported a position in Cactus in Q4 2020 and has held it in 3 quarters since.
  • 323 funds tracked by Wall St. Rank held Cactus as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.