SFS
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Sunrise Financial Services’s Cactus WHD Stock Holding History

Sunrise Financial Services’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 		$1.02K Hold
20
– – ﹤0.01% 489
2026
Q1 		$947 Hold
20
– – ﹤0.01% 503
2025
Q4 		$914 Buy
+20
New +$836 ﹤0.01% 469

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Vanguard Portfolio Management
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State Street
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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

Sunrise Financial Services's WHD Position: Q2 2026 in Review

Sunrise Financial Services held its Cactus (WHD) position steady in Q2 2026 at 20 shares worth $1.02K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Sunrise Financial Services first reported a position in WHD in Q4 2025 and has held it in 3 quarters since. 342 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

  • Sunrise Financial Services held 20 shares of Cactus worth $1.02K as of Q2 2026.
  • Sunrise Financial Services left its Cactus share count unchanged in Q2 2026.
  • Cactus made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #489 holding.
  • Sunrise Financial Services first reported a position in Cactus in Q4 2025 and has held it in 3 quarters since.
  • 342 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.