PWMG
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Private Wealth Management Group’s Cactus WHD Stock Holding History

Private Wealth Management Group’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 		$564 Hold
11
– – ﹤0.01% 1401
2026
Q1 		$522 Hold
11
– – ﹤0.01% 1373
2025
Q4 		$503 Sell
11
-12
-52% -$502 ﹤0.01% 1404
2025
Q3 		$908 Hold
23
– – ﹤0.01% 1309
2025
Q2 		$1.01K Sell
23
-79
-77% -$3.3K ﹤0.01% 1282
2025
Q1 		$4.67K Buy
102
+8
+9% +$443 ﹤0.01% 758
2024
Q4 		$5.49K Buy
94
+25
+36% +$1.57K ﹤0.01% 702
2024
Q3 		$4.12K Hold
69
– – ﹤0.01% 805
2024
Q2 		$3.64K Hold
69
– – ﹤0.01% 840
2024
Q1 		$3.46K Hold
69
– – ﹤0.01% 761
2023
Q4 		$3.13K Buy
+69
New +$3.14K ﹤0.01% 791

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

Private Wealth Management Group's WHD Position: Q2 2026 in Review

Private Wealth Management Group held its Cactus (WHD) position steady in Q2 2026 at 11 shares worth $564. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Private Wealth Management Group first reported a position in WHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.49K in Q4 2024. 343 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

  • Private Wealth Management Group held 11 shares of Cactus worth $564 as of Q2 2026.
  • Private Wealth Management Group left its Cactus share count unchanged in Q2 2026.
  • Cactus made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1401 holding.
  • Private Wealth Management Group first reported a position in Cactus in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Cactus position peaked at $5.49K in Q4 2024.
  • 343 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.