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Twin Peaks Wealth Advisors’s Cactus WHD Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-219
Closed -$10.4K – 2206
2026
Q1 		$10.4K Buy
+219
New +$11.5K ﹤0.01% 1048
2025
Q3 		– Sell
-69
Closed -$2.73K – 2133
2025
Q2 		$2.73K Buy
+69
New +$2.88K ﹤0.01% 1532

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

Twin Peaks Wealth Advisors's WHD Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Cactus (WHD) in Q2 2026, closing a stake of 219 shares — an estimated $10.4K sold.

Twin Peaks Wealth Advisors first reported a position in WHD in Q2 2025 and held it in 2 quarters. The position peaked at $10.4K in Q1 2026. 342 funds tracked by Wall St. Rank hold WHD as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Cactus position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 219 Cactus shares in Q2 2026, an estimated $10.4K.
  • Twin Peaks Wealth Advisors first reported a position in Cactus in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Cactus position peaked at $10.4K in Q1 2026.
  • 342 funds tracked by Wall St. Rank held Cactus as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.