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
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

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group's WHD Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group increased its Cactus (WHD) stake by 51% in Q1 2026, buying an estimated $378K and bringing the position to 21,222 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Sumitomo Mitsui Trust Group first reported a position in WHD in Q1 2019 and has held it in 26 quarters since. The position peaked at $2.4M in Q1 2022. 323 funds tracked by Wall St. Rank hold WHD as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 21,222 shares of Cactus worth $1.01M as of Q1 2026.
  • Sumitomo Mitsui Trust Group bought 7,202 Cactus shares in Q1 2026, an estimated $378K.
  • Cactus made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #857 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Cactus in Q1 2019 and has held it in 26 quarters since.
  • Sumitomo Mitsui Trust Group's Cactus position peaked at $2.4M in Q1 2022.
  • 323 funds tracked by Wall St. Rank held Cactus as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.