Clearstead Advisors’s Woodside Energy WDS Stock Holding History

Clearstead 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	$147K	Sell	7,614 -3,408	-31%	-$75.9K	﹤0.01%	1151
2026 Q1	$263K	Buy	+11,022	New	+$214K	﹤0.01%	908
2025 Q2	–	Sell	-73	Closed	-$1.06K	–	2892
2025 Q1	$1.06K	Buy	+73	New	+$1.11K	﹤0.01%	1983
2024 Q4	–	Sell	-593	Closed	-$10.2K	–	2192
2024 Q3	$10.2K	Hold	593	–	–	﹤0.01%	1573
2024 Q2	$11.2K	Buy	593 +523	+747%	+$9.73K	﹤0.01%	1529
2024 Q1	$1.3K	Hold	70	–	–	﹤0.01%	1374
2023 Q4	$1.48K	Hold	70	–	–	﹤0.01%	1336
2023 Q3	$1.63K	Hold	70	–	–	﹤0.01%	1285
2023 Q2	$1.62K	Hold	70	–	–	﹤0.01%	1191
2023 Q1	$1.57K	Hold	70	–	–	﹤0.01%	1177
2022 Q4	$1.7K	Hold	70	–	–	﹤0.01%	1117
2022 Q3	$1K	Sell	70 -47	-40%	-$1.04K	﹤0.01%	1214
2022 Q2	$3K	Buy	+117	New	+$2.65K	﹤0.01%	1078

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

Clearstead Advisors's WDS Position: Q2 2026 in Review

Clearstead Advisors reduced its Woodside Energy (WDS) stake by 31% in Q2 2026, selling an estimated $75.9K and leaving 7,614 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Clearstead Advisors first reported a position in WDS in Q2 2022 and has held it in 13 quarters since. The position peaked at $263K in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

Clearstead Advisors held 7,614 shares of Woodside Energy worth $147K as of Q2 2026.
Clearstead Advisors sold 3,408 Woodside Energy shares in Q2 2026, an estimated $75.9K.
Woodside Energy made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1151 holding.
Clearstead Advisors first reported a position in Woodside Energy in Q2 2022 and has held it in 13 quarters since.
Clearstead Advisors's Woodside Energy position peaked at $263K in Q1 2026.
306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.