BPA
WDS icon

Beacon Pointe Advisors’s Woodside Energy WDS Stock Holding History

Beacon Pointe 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 		– Sell
-16,895
Closed -$403K – 2043
2026
Q1 		$403K Buy
+16,895
New +$329K ﹤0.01% 1387
2023
Q4 		– Sell
-11,477
Closed -$267K – 1402
2023
Q3 		$267K Buy
+11,477
New +$280K ﹤0.01% 1119

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

Beacon Pointe Advisors's WDS Position: Q2 2026 in Review

Beacon Pointe Advisors sold out of Woodside Energy (WDS) in Q2 2026, closing a stake of 16,895 shares — an estimated $403K sold.

Beacon Pointe Advisors first reported a position in WDS in Q3 2023 and held it in 2 quarters. The position peaked at $403K in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • Beacon Pointe Advisors reported no remaining Woodside Energy position as of Q2 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 16,895 Woodside Energy shares in Q2 2026, an estimated $403K.
  • Beacon Pointe Advisors first reported a position in Woodside Energy in Q3 2023 and held it in 2 quarters.
  • Beacon Pointe Advisors's Woodside Energy position peaked at $403K in Q1 2026.
  • 306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.