SWA
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Sax Wealth Advisors’s Cactus WHD Stock Holding History

Sax Wealth 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
Q3 		$277K Buy
+4,447
New +$283K 0.01% 605

Other funds holding WHD

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Sax Wealth Advisors's WHD Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in Cactus (WHD) in Q3 2026: 4,447 shares worth $277K. The stake represents 0.01% of the portfolio and ranks #605 among its holdings.

19 funds tracked by Wall St. Rank hold WHD as of Q3 2026.

  • Sax Wealth Advisors held 4,447 shares of Cactus worth $277K as of Q3 2026.
  • Cactus was a new Sax Wealth Advisors position in Q3 2026.
  • Cactus made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #605 holding.
  • 19 funds tracked by Wall St. Rank held Cactus as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.