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Basecamp Wealth Advisors’s Woodside Energy WDS Stock Holding History

Basecamp Wealth 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 		$49.6K Hold
2,565
– – 0.01% 541
2026
Q1 		$61.3K Hold
2,565
– – 0.01% 488
2025
Q4 		$40K Buy
+2,565
New +$40.8K 0.01% 586

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

Basecamp Wealth Advisors's WDS Position: Q2 2026 in Review

Basecamp Wealth Advisors held its Woodside Energy (WDS) position steady in Q2 2026 at 2,565 shares worth $49.6K. The position accounts for 0.01% of the portfolio, ranked #541.

Basecamp Wealth Advisors first reported a position in WDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $61.3K in Q1 2026. 305 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • Basecamp Wealth Advisors held 2,565 shares of Woodside Energy worth $49.6K as of Q2 2026.
  • Basecamp Wealth Advisors left its Woodside Energy share count unchanged in Q2 2026.
  • Woodside Energy made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #541 holding.
  • Basecamp Wealth Advisors first reported a position in Woodside Energy in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Woodside Energy position peaked at $61.3K in Q1 2026.
  • 305 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.