Choate Investment Advisors’s Woodside Energy WDS Stock Holding History

Choate Investment Advisors’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	$246K	Buy	+12,708	New	+$283K	﹤0.01%	423
2024 Q1	–	Sell	-37,909	Closed	-$800K	–	433
2023 Q4	$800K	Buy	37,909 +11,223	+42%	+$239K	0.02%	209
2023 Q3	$622K	Hold	26,686	–	–	0.02%	221
2023 Q2	$619K	Buy	26,686 +11,558	+76%	+$265K	0.03%	187
2023 Q1	$339K	Hold	15,128	–	–	0.02%	216
2022 Q4	$366K	Buy	+15,128	New	+$359K	0.02%	207

Other funds holding WDS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Choate Investment Advisors's WDS Position: Q2 2026 in Review

Choate Investment Advisors opened a new position in Woodside Energy (WDS) in Q2 2026: 12,708 shares worth $246K. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings. This is a return to the name: Choate Investment Advisors previously reported a position in WDS as recently as Q4 2023.

Choate Investment Advisors first reported a position in WDS in Q4 2022 and has held it in 6 quarters since. The position peaked at $800K in Q4 2023. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

Choate Investment Advisors held 12,708 shares of Woodside Energy worth $246K as of Q2 2026.
Woodside Energy was a new Choate Investment Advisors position in Q2 2026.
Woodside Energy made up ﹤0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #423 holding.
Choate Investment Advisors first reported a position in Woodside Energy in Q4 2022 and has held it in 6 quarters since.
Choate Investment Advisors's Woodside Energy position peaked at $800K in Q4 2023.
306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.