Position in WHD
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$229,715
New position
Shares Held
4,484
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#219
of 340 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $8,504,450 across 8 Oil & Gas Equipment & Services names. WHD ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
53,710 | $2,496,977 | |
| 2 | HAL |
Halliburton Co
|
66,243 | $2,248,949 | |
| 3 | BKR |
Baker Hughes Co
|
25,268 | $1,402,374 | |
| 4 | NOV |
NOV Inc.
|
45,250 | $839,387 | |
| 5 | FTI |
TechnipFMC plc
|
7,844 | $520,057 | |
| 6 | WFRD |
Weatherford International plc
|
5,112 | $416,628 | |
| 7 | TS |
Tenaris SA
|
6,314 | $350,363 | |
| 8 | WHD |
Cactus, Inc.
This page
|
4,484 | $229,715 |
All Filings in WHD
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,715 | 4,484 | Shares | Defined | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||