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 Q2	$252K	Sell	13,033 -902	-6%	-$20.1K	0.16%	91
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Balanced Rock Investment Advisors's WDS Position: Q2 2026 in Review

Balanced Rock Investment Advisors reduced its Woodside Energy (WDS) stake by 6.5% in Q2 2026, selling an estimated $20.1K and leaving 13,033 shares worth $252K. The position accounts for 0.16% of the portfolio, ranked #91.

Balanced Rock Investment Advisors first reported a position in WDS in Q4 2023 and has held it in 9 quarters since. The position peaked at $333K in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

Balanced Rock Investment Advisors held 13,033 shares of Woodside Energy worth $252K as of Q2 2026.
Balanced Rock Investment Advisors sold 902 Woodside Energy shares in Q2 2026, an estimated $20.1K.
Woodside Energy made up 0.16% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #91 holding.
Balanced Rock Investment Advisors first reported a position in Woodside Energy in Q4 2023 and has held it in 9 quarters since.
Balanced Rock Investment Advisors's Woodside Energy position peaked at $333K in Q1 2026.
306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.