Cerity Partners
WDS icon

Cerity Partners’s Woodside Energy WDS Stock Holding History

Cerity Partners’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 		$2.26M Buy
116,848
+18,754
+19% +$418K ﹤0.01% 1528
2026
Q1 		$2.34M Buy
98,094
+16,642
+20% +$324K ﹤0.01% 1396
2025
Q4 		$1.27M Buy
81,452
+16,191
+25% +$258K ﹤0.01% 1587
2025
Q3 		$982K Buy
65,261
+1,800
+3% +$29.7K ﹤0.01% 1608
2025
Q2 		$979K Sell
63,461
-280
-0.4% -$3.92K ﹤0.01% 1529
2025
Q1 		$924K Buy
63,741
+21,772
+52% +$331K ﹤0.01% 1461
2024
Q4 		$694K Sell
41,969
-3,883
-8% -$62.3K ﹤0.01% 1585
2024
Q3 		$790K Buy
45,852
+13,252
+41% +$235K ﹤0.01% 1522
2024
Q2 		$613K Sell
32,600
-11,510
-26% -$214K ﹤0.01% 1451
2024
Q1 		$881K Buy
44,110
+18,344
+71% +$371K ﹤0.01% 1336
2023
Q4 		$543K Buy
25,766
+1,729
+7% +$36.8K ﹤0.01% 1241
2023
Q3 		$560K Sell
24,037
-4,455
-16% -$109K ﹤0.01% 940
2023
Q2 		$661K Buy
28,492
+2,691
+10% +$61.6K ﹤0.01% 1071
2023
Q1 		$579K Buy
25,801
+1,856
+8% +$44.6K ﹤0.01% 1227
2022
Q4 		$580K Buy
23,945
+3,259
+16% +$77.3K ﹤0.01% 874
2022
Q3 		$417K Buy
+20,686
New +$456K 0.01% 777

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cerity Partners's WDS Position: Q2 2026 in Review

Cerity Partners increased its Woodside Energy (WDS) stake by 19% in Q2 2026, buying an estimated $418K and bringing the position to 116,848 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1528.

Cerity Partners first reported a position in WDS in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.34M in Q1 2026. 294 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • Cerity Partners held 116,848 shares of Woodside Energy worth $2.26M as of Q2 2026.
  • Cerity Partners bought 18,754 Woodside Energy shares in Q2 2026, an estimated $418K.
  • Woodside Energy made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1528 holding.
  • Cerity Partners first reported a position in Woodside Energy in Q3 2022 and has held it in 16 quarters since.
  • Cerity Partners's Woodside Energy position peaked at $2.34M in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.