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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
Q2 		$98.6K Buy
1,925
+46
+2% +$2.56K 0.01% 876
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 $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

Pinnacle Wealth Planning Services's WHD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Cactus (WHD) stake by 2.4% in Q2 2026, buying an estimated $2.56K and bringing the position to 1,925 shares worth $98.6K. The position accounts for 0.01% of the portfolio, ranked #876.

Pinnacle Wealth Planning Services first reported a position in WHD in Q4 2020 and has held it in 4 quarters since. 343 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,925 shares of Cactus worth $98.6K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 46 Cactus shares in Q2 2026, an estimated $2.56K.
  • Cactus made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #876 holding.
  • Pinnacle Wealth Planning Services first reported a position in Cactus in Q4 2020 and has held it in 4 quarters since.
  • 343 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.