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Cassaday & Co Wealth Management’s Woodside Energy WDS Stock Holding History

Cassaday & Co Wealth Management’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 		$1K Hold
52
– – ﹤0.01% 1077
2026
Q1 		$1.24K Buy
+52
New +$1.01K ﹤0.01% 1107

Other funds holding WDS

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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

Cassaday & Co Wealth Management's WDS Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Woodside Energy (WDS) position steady in Q2 2026 at 52 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1077.

Cassaday & Co Wealth Management first reported a position in WDS in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.24K in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • Cassaday & Co Wealth Management held 52 shares of Woodside Energy worth $1K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Woodside Energy share count unchanged in Q2 2026.
  • Woodside Energy made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1077 holding.
  • Cassaday & Co Wealth Management first reported a position in Woodside Energy in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Woodside Energy position peaked at $1.24K in Q1 2026.
  • 306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.