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Bogart Wealth LLC’s Woodside Energy WDS Stock Holding History

Bogart Wealth LLC’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 		$425 Buy
+22
New +$490 ﹤0.01% 1830
2025
Q4 		– Sell
-165
Closed -$2.48K – 1685
2025
Q3 		$2.48K Sell
165
-50
-23% -$824 ﹤0.01% 1115
2025
Q2 		$3.32K Buy
215
+2
+0.9% +$28 ﹤0.01% 1024
2025
Q1 		$3.09K Sell
213
-100
-32% -$1.52K ﹤0.01% 1001
2024
Q4 		$4.88K Buy
313
+13
+4% +$208 ﹤0.01% 885
2024
Q3 		$5.17K Buy
300
+50
+20% +$887 ﹤0.01% 822
2024
Q2 		$4.7K Buy
250
+150
+150% +$2.79K ﹤0.01% 802
2024
Q1 		$2K Hold
100
– – ﹤0.01% 906
2023
Q4 		$2.11K Sell
100
-162
-62% -$3.45K ﹤0.01% 892
2023
Q3 		$6.1K Hold
262
– – ﹤0.01% 679
2023
Q2 		$6.08K Sell
262
-155
-37% -$3.55K ﹤0.01% 674
2023
Q1 		$9.35K Buy
417
+155
+59% +$3.72K ﹤0.01% 602
2022
Q4 		$6.34K Hold
262
– – ﹤0.01% 623
2022
Q3 		$5K Hold
262
– – ﹤0.01% 705
2022
Q2 		$6K Buy
+262
New +$5.94K ﹤0.01% 624

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

Bogart Wealth LLC's WDS Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Woodside Energy (WDS) in Q2 2026: 22 shares worth $425. The stake represents ﹤0.01% of the portfolio and ranks #1830 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in WDS as recently as Q3 2025.

Bogart Wealth LLC first reported a position in WDS in Q2 2022 and has held it in 15 quarters since. The position peaked at $9.35K in Q1 2023. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • Bogart Wealth LLC held 22 shares of Woodside Energy worth $425 as of Q2 2026.
  • Woodside Energy was a new Bogart Wealth LLC position in Q2 2026.
  • Woodside Energy made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1830 holding.
  • Bogart Wealth LLC first reported a position in Woodside Energy in Q2 2022 and has held it in 15 quarters since.
  • Bogart Wealth LLC's Woodside Energy position peaked at $9.35K in Q1 2023.
  • 306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.