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Allworth Financial’s Woodside Energy WDS Stock Holding History

Allworth Financial’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
Q2 		$72.4K Sell
3,746
-109
-3% -$2.43K ﹤0.01% 2183
2026
Q1 		$92.1K Sell
3,855
-52
-1% -$1.01K ﹤0.01% 1884
2025
Q4 		$60.9K Buy
3,907
+633
+19% +$10.1K ﹤0.01% 2069
2025
Q3 		$49.3K Sell
3,274
-339
-9% -$5.59K ﹤0.01% 2114
2025
Q2 		$55.7K Buy
3,613
+1,619
+81% +$22.7K ﹤0.01% 1886
2025
Q1 		$25.7K Sell
1,994
-802
-29% -$12.2K ﹤0.01% 1926
2024
Q4 		$43.8K Sell
2,796
-193
-6% -$3.09K ﹤0.01% 1643
2024
Q3 		$51.5K Sell
2,989
-220
-7% -$3.9K ﹤0.01% 1398
2024
Q2 		$61.8K Buy
3,209
+101
+3% +$1.88K ﹤0.01% 1281
2024
Q1 		$62.1K Buy
3,108
+1,142
+58% +$23.1K ﹤0.01% 1216
2023
Q4 		$41.5K Sell
1,966
-387
-16% -$8.24K ﹤0.01% 1265
2023
Q3 		$54.8K Sell
2,353
-12
-0.5% -$292 ﹤0.01% 1085
2023
Q2 		$54.8K Buy
2,365
+61
+3% +$1.4K ﹤0.01% 1098
2023
Q1 		$51.7K Buy
2,304
+366
+19% +$8.79K ﹤0.01% 1060
2022
Q4 		$46.9K Buy
1,938
+16
+0.8% +$379 ﹤0.01% 1035
2022
Q3 		$39K Buy
1,922
+149
+8% +$3.29K ﹤0.01% 1051
2022
Q2 		$38K Buy
+1,773
New +$40.2K ﹤0.01% 996

Other funds holding WDS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Allworth Financial's WDS Position: Q2 2026 in Review

Allworth Financial reduced its Woodside Energy (WDS) stake by 2.8% in Q2 2026, selling an estimated $2.43K and leaving 3,746 shares worth $72.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2183.

Allworth Financial first reported a position in WDS in Q2 2022 and has held it in 17 quarters since. The position peaked at $92.1K in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • Allworth Financial held 3,746 shares of Woodside Energy worth $72.4K as of Q2 2026.
  • Allworth Financial sold 109 Woodside Energy shares in Q2 2026, an estimated $2.43K.
  • Woodside Energy made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2183 holding.
  • Allworth Financial first reported a position in Woodside Energy in Q2 2022 and has held it in 17 quarters since.
  • Allworth Financial's Woodside Energy position peaked at $92.1K in Q1 2026.
  • 306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.