Blue Trust Inc’s Woodside Energy WDS Stock Holding History

Blue Trust Inc’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	$288K	Buy	12,052 +535	+5%	+$10.4K	﹤0.01%	661
2025 Q4	$180K	Sell	11,517 -2,118	-16%	-$33.7K	﹤0.01%	823
2025 Q3	$205K	Sell	13,635 -874	-6%	-$14.4K	﹤0.01%	793
2025 Q2	$224K	Sell	14,509 -3,904	-21%	-$54.6K	﹤0.01%	730
2025 Q1	$267K	Buy	18,413 +5,905	+47%	+$89.8K	﹤0.01%	608
2024 Q4	$195K	Sell	12,508 -20,215	-62%	-$324K	﹤0.01%	669
2024 Q3	$616K	Buy	32,723 +19,848	+154%	+$352K	0.01%	391
2024 Q2	$257K	Buy	12,875 +5,876	+84%	+$109K	﹤0.01%	614
2024 Q1	$140K	Buy	6,999 +395	+6%	+$7.99K	﹤0.01%	617
2023 Q4	$153K	Buy	6,604 +287	+5%	+$6.11K	﹤0.01%	536
2023 Q3	$146K	Buy	6,317 +1,257	+25%	+$30.6K	﹤0.01%	515
2023 Q2	$114K	Sell	5,060 -6,567	-56%	-$150K	﹤0.01%	470
2023 Q1	$281K	Buy	11,627 +4,865	+72%	+$117K	﹤0.01%	430
2022 Q4	$137K	Buy	6,762 +4,067	+151%	+$96.5K	﹤0.01%	571
2022 Q3	$58K	Buy	+2,695	New	+$59.4K	﹤0.01%	702

Other funds holding WDS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return