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Balanced Rock Investment Advisors’s Woodside Energy WDS Stock Holding History

Balanced Rock Investment 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 		$333K Buy
13,935
+205
+1% +$3.99K 0.23% 75
2025
Q4 		$214K Sell
13,730
-888
-6% -$14.1K 0.15% 90
2025
Q3 		$220K Buy
14,618
+437
+3% +$7.2K 0.16% 93
2025
Q2 		$219K Buy
14,181
+2,122
+18% +$29.7K 0.17% 92
2025
Q1 		$175K Buy
12,059
+517
+4% +$7.87K 0.14% 87
2024
Q4 		$180K Buy
+11,542
New +$185K 0.14% 88
2024
Q3 		– Sell
-10,059
Closed -$189K – 91
2024
Q2 		$189K Buy
+10,059
New +$187K 0.16% 87
2024
Q1 		– Sell
-9,701
Closed -$205K – 100
2023
Q4 		$205K Buy
+9,701
New +$207K 0.18% 91

Other funds holding WDS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
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
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
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return