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 Q3	$685	Hold	11	–	–	﹤0.01%	1395
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	$4.68K	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 New York $6.79T AUM 37.06% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Private Wealth Management Group's WHD Position: Q3 2026 in Review

Private Wealth Management Group held its Cactus (WHD) position steady in Q3 2026 at 11 shares worth $685. The position accounts for ﹤0.01% of the portfolio, ranked #1395.

Private Wealth Management Group first reported a position in WHD in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.49K in Q4 2024. 305 funds tracked by Wall St. Rank hold WHD as of Q3 2026.

Private Wealth Management Group held 11 shares of Cactus worth $685 as of Q3 2026.
Private Wealth Management Group left its Cactus share count unchanged in Q3 2026.
Cactus made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #1395 holding.
Private Wealth Management Group first reported a position in Cactus in Q4 2023 and has held it in 12 quarters since.
Private Wealth Management Group's Cactus position peaked at $5.49K in Q4 2024.
305 funds tracked by Wall St. Rank held Cactus as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.