SWM
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Spire Wealth Management’s Cactus WHD Stock Holding History

Spire Wealth Management’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 		$1.37K Hold
27
– – ﹤0.01% 2080
2026
Q1 		$1.27K Hold
27
– – ﹤0.01% 2107
2025
Q4 		$1.22K Hold
27
– – ﹤0.01% 2167
2025
Q3 		$1.05K Buy
27
+1
+4% +$42 ﹤0.01% 2266
2025
Q2 		$1.16K Buy
+26
New +$1.08K ﹤0.01% 2256

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

Spire Wealth Management's WHD Position: Q2 2026 in Review

Spire Wealth Management held its Cactus (WHD) position steady in Q2 2026 at 27 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

Spire Wealth Management first reported a position in WHD in Q2 2025 and has held it in 5 quarters since. 342 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

  • Spire Wealth Management held 27 shares of Cactus worth $1.37K as of Q2 2026.
  • Spire Wealth Management left its Cactus share count unchanged in Q2 2026.
  • Cactus made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2080 holding.
  • Spire Wealth Management first reported a position in Cactus in Q2 2025 and has held it in 5 quarters since.
  • 342 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.