Sumitomo Mitsui Trust Group
WHD icon

Sumitomo Mitsui Trust Group’s Cactus WHD Stock Holding History

Sumitomo Mitsui Trust 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 		$649K Sell
10,435
-2,880
-22% -$183K ﹤0.01% 913
2026
Q2 		$682K Sell
13,315
-7,907
-37% -$441K ﹤0.01% 927
2026
Q1 		$1.01M Buy
21,222
+7,202
+51% +$378K ﹤0.01% 857
2025
Q4 		$640K Buy
14,020
+723
+5% +$30.2K ﹤0.01% 909
2025
Q3 		$525K Buy
+13,297
New +$559K ﹤0.01% 934
2024
Q4 		– Sell
-10,258
Closed -$612K – 1069
2024
Q3 		$612K Sell
10,258
-12,592
-55% -$732K ﹤0.01% 941
2024
Q2 		$1.21M Sell
22,850
-11,117
-33% -$566K ﹤0.01% 883
2024
Q1 		$1.7M Sell
33,967
-1,023
-3% -$45.3K ﹤0.01% 913
2023
Q4 		$1.59M Sell
34,990
-891
-2% -$40.5K ﹤0.01% 928
2023
Q3 		$1.8M Sell
35,881
-8,214
-19% -$413K ﹤0.01% 924
2023
Q2 		$1.87M Buy
44,095
+8,931
+25% +$348K ﹤0.01% 933
2023
Q1 		$1.45M Sell
35,164
-3,107
-8% -$150K ﹤0.01% 951
2022
Q4 		$1.92M Sell
38,271
-5,907
-13% -$296K ﹤0.01% 938
2022
Q3 		$1.7M Buy
44,178
+1,384
+3% +$55.5K ﹤0.01% 966
2022
Q2 		$1.72M Buy
42,794
+472
+1% +$23.7K ﹤0.01% 971
2022
Q1 		$2.4M Sell
42,322
-5,830
-12% -$289K ﹤0.01% 931
2021
Q4 		$1.84M Sell
48,152
-2,422
-5% -$97.4K ﹤0.01% 955
2021
Q3 		$1.91M Sell
50,574
-1,451
-3% -$52.3K ﹤0.01% 960
2021
Q2 		$1.91M Sell
52,025
-1,794
-3% -$62.1K ﹤0.01% 963
2021
Q1 		$1.65M Sell
53,819
-8,654
-14% -$262K ﹤0.01% 952
2020
Q4 		$1.63M Sell
62,473
-11,753
-16% -$266K ﹤0.01% 931
2020
Q3 		$1.42M Sell
74,226
-1,338
-2% -$29K ﹤0.01% 933
2020
Q2 		$1.56M Sell
75,564
-22,046
-23% -$382K ﹤0.01% 913
2020
Q1 		$1.13M Buy
97,610
+47,396
+94% +$1.19M ﹤0.01% 927
2019
Q4 		$1.72M Sell
50,214
-6,878
-12% -$209K ﹤0.01% 907
2019
Q3 		$1.65M Buy
57,092
+9,835
+21% +$284K ﹤0.01% 896
2019
Q2 		$1.56M Buy
47,257
+8,421
+22% +$293K ﹤0.01% 863
2019
Q1 		$1.38M Buy
+38,836
New +$1.32M ﹤0.01% 823

Other funds holding WHD

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Paradice Investment Management
Paradice Investment Management Denver, Colorado $594M AUM 28.38% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Bridge City Capital
Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return

Sumitomo Mitsui Trust Group's WHD Position: Q3 2026 in Review

Sumitomo Mitsui Trust Group reduced its Cactus (WHD) stake by 22% in Q3 2026, selling an estimated $183K and leaving 10,435 shares worth $649K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Sumitomo Mitsui Trust Group first reported a position in WHD in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.4M in Q1 2022. 106 funds tracked by Wall St. Rank hold WHD as of Q3 2026.

  • Sumitomo Mitsui Trust Group held 10,435 shares of Cactus worth $649K as of Q3 2026.
  • Sumitomo Mitsui Trust Group sold 2,880 Cactus shares in Q3 2026, an estimated $183K.
  • Cactus made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q3 2026, its #913 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Cactus in Q1 2019 and has held it in 28 quarters since.
  • Sumitomo Mitsui Trust Group's Cactus position peaked at $2.4M in Q1 2022.
  • 106 funds tracked by Wall St. Rank held Cactus as of Q3 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2026, filed 29 Oct 2026.