Blue Trust Inc
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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
Q3 		$86.4K Sell
3,895
-5,242
-57% -$118K ﹤0.01% 1050
2026
Q2 		$177K Sell
9,137
-2,915
-24% -$64.9K ﹤0.01% 822
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Hourglass Capital
Hourglass Capital Houston, Texas $488M AUM 24.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Blue Trust Inc's WDS Position: Q3 2026 in Review

Blue Trust Inc reduced its Woodside Energy (WDS) stake by 57% in Q3 2026, selling an estimated $118K and leaving 3,895 shares worth $86.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Blue Trust Inc first reported a position in WDS in Q3 2022 and has held it in 17 quarters since. The position peaked at $616K in Q3 2024. 198 funds tracked by Wall St. Rank hold WDS as of Q3 2026.

  • Blue Trust Inc held 3,895 shares of Woodside Energy worth $86.4K as of Q3 2026.
  • Blue Trust Inc sold 5,242 Woodside Energy shares in Q3 2026, an estimated $118K.
  • Woodside Energy made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1050 holding.
  • Blue Trust Inc first reported a position in Woodside Energy in Q3 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Woodside Energy position peaked at $616K in Q3 2024.
  • 198 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.