Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Woodside Energy WDS Stock Holding History

Carson Wealth (CWM 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
Q1 		$185K Buy
7,738
+3,365
+77% +$65.4K ﹤0.01% 2800
2025
Q4 		$68K Sell
4,373
-15
-0.3% -$239 ﹤0.01% 3378
2025
Q3 		$66K Buy
4,388
+472
+12% +$7.78K ﹤0.01% 3308
2025
Q2 		$60K Buy
3,916
+93
+2% +$1.3K ﹤0.01% 3139
2025
Q1 		$55K Sell
3,823
-2,883
-43% -$43.9K ﹤0.01% 2906
2024
Q4 		$105K Buy
6,706
+619
+10% +$9.93K ﹤0.01% 2259
2024
Q3 		$105K Buy
6,087
+3,176
+109% +$56.3K ﹤0.01% 2172
2024
Q2 		$55K Sell
2,911
-666
-19% -$12.4K ﹤0.01% 2421
2024
Q1 		$71K Sell
3,577
-204
-5% -$4.13K ﹤0.01% 2086
2023
Q4 		$80K Sell
3,781
-423
-10% -$9.01K ﹤0.01% 1891
2023
Q3 		$98K Buy
4,204
+812
+24% +$19.8K ﹤0.01% 1642
2023
Q2 		$79K Sell
3,392
-46
-1% -$1.05K ﹤0.01% 1698
2023
Q1 		$77K Buy
3,438
+28
+0.8% +$673 ﹤0.01% 1627
2022
Q4 		$83K Buy
3,410
+403
+13% +$9.56K ﹤0.01% 1468
2022
Q3 		$61K Buy
3,007
+632
+27% +$13.9K ﹤0.01% 1576
2022
Q2 		$51K Buy
+2,375
New +$53.8K ﹤0.01% 1627

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Carson Wealth (CWM LLC)'s WDS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Woodside Energy (WDS) stake by 77% in Q1 2026, buying an estimated $65.4K and bringing the position to 7,738 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #2800.

Carson Wealth (CWM LLC) first reported a position in WDS in Q2 2022 and has held it in 16 quarters since. 319 funds tracked by Wall St. Rank hold WDS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,738 shares of Woodside Energy worth $185K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,365 Woodside Energy shares in Q1 2026, an estimated $65.4K.
  • Woodside Energy made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2800 holding.
  • Carson Wealth (CWM LLC) first reported a position in Woodside Energy in Q2 2022 and has held it in 16 quarters since.
  • 319 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.