Addison Advisors’s Woodside Energy WDS Stock Holding History

Addison Advisors’s Portfolio WDS Stock Details WDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.4K	Sell	605 -3	-0.5%	-$58	﹤0.01%	594
2025 Q4	$9.48K	Hold	608	–	–	﹤0.01%	633
2025 Q3	$9.15K	Buy	608 +16	+3%	+$264	﹤0.01%	643
2025 Q2	$9.13K	Sell	592 -879	-60%	-$12.3K	﹤0.01%	632
2025 Q1	$21.3K	Sell	1,471 -502	-25%	-$7.64K	0.01%	494
2024 Q4	$30.8K	Buy	1,973 +1,674	+560%	+$26.8K	0.01%	446
2024 Q3	$5.16K	Sell	299 -958	-76%	-$17K	﹤0.01%	667
2024 Q2	$23.6K	Buy	1,257 +906	+258%	+$16.9K	0.01%	465
2024 Q1	$7.01K	Buy	351 +22	+7%	+$445	﹤0.01%	545
2023 Q4	$6.94K	Buy	329 +252	+327%	+$5.37K	﹤0.01%	554
2023 Q3	$1.79K	Buy	77 +68	+756%	+$1.66K	﹤0.01%	597
2023 Q2	$209	Hold	9	–	–	﹤0.01%	609
2023 Q1	$202	Sell	9 -14	-61%	-$336	﹤0.01%	620
2022 Q4	$557	Sell	23 -40	-63%	-$949	﹤0.01%	672
2022 Q3	$1K	Hold	63	–	–	﹤0.01%	665
2022 Q2	$1K	Buy	+63	New	+$1.43K	﹤0.01%	654

Other funds holding WDS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return