Steward Partners Investment Advisory’s Cactus WHD Stock Holding History

Steward Partners Investment Advisory’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 Q1	$2.68K	Buy	57 +1	+2%	+$52	﹤0.01%	3966
2025 Q4	$2.58K	Hold	56	–	–	﹤0.01%	3892
2025 Q3	$2.22K	Buy	56 +34	+155%	+$1.43K	﹤0.01%	3891
2025 Q2	$962	Sell	22 -38	-63%	-$1.59K	﹤0.01%	3869
2025 Q1	$2.75K	Buy	60 +17	+40%	+$942	﹤0.01%	3567
2024 Q4	$2.51K	Buy	+43	New	+$2.7K	﹤0.01%	3579
2021 Q1	–	Sell	-2,300	Closed	-$60K	–	3506
2020 Q4	$60K	Buy	+2,300	New	+$52.1K	﹤0.01%	1588

Other funds holding WHD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steward Partners Investment Advisory's WHD Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Cactus (WHD) stake by 1.8% in Q1 2026, buying an estimated $52 and bringing the position to 57 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #3966.

Steward Partners Investment Advisory first reported a position in WHD in Q4 2020 and has held it in 7 quarters since. The position peaked at $60K in Q4 2020. 323 funds tracked by Wall St. Rank hold WHD as of Q1 2026.

Steward Partners Investment Advisory held 57 shares of Cactus worth $2.68K as of Q1 2026.
Steward Partners Investment Advisory bought 1 Cactus share in Q1 2026, an estimated $52.
Cactus made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3966 holding.
Steward Partners Investment Advisory first reported a position in Cactus in Q4 2020 and has held it in 7 quarters since.
Steward Partners Investment Advisory's Cactus position peaked at $60K in Q4 2020.
323 funds tracked by Wall St. Rank held Cactus as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.