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Plante Moran Financial Advisors’s Cactus WHD Stock Holding History

Plante Moran Financial 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 		$768 Buy
+15
New +$836 ﹤0.01% 981
2021
Q2 		– Sell
-77
Closed -$2K – 1109
2021
Q1 		$2K Buy
+77
New +$2.33K ﹤0.01% 931

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's WHD Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Cactus (WHD) in Q2 2026: 15 shares worth $768. The stake represents ﹤0.01% of the portfolio and ranks #981 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in WHD as recently as Q1 2021.

Plante Moran Financial Advisors first reported a position in WHD in Q1 2021 and has held it in 2 quarters since. The position peaked at $2K in Q1 2021. 342 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

  • Plante Moran Financial Advisors held 15 shares of Cactus worth $768 as of Q2 2026.
  • Cactus was a new Plante Moran Financial Advisors position in Q2 2026.
  • Cactus made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #981 holding.
  • Plante Moran Financial Advisors first reported a position in Cactus in Q1 2021 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's Cactus position peaked at $2K in Q1 2021.
  • 342 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.