Corient IA’s Woodside Energy WDS Stock Holding History

Corient IA’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
2025 Q3	–	Sell	-13,614	Closed	-$210K	–	286
2025 Q2	$210K	Hold	13,614	–	–	0.12%	284
2025 Q1	$197K	Buy	+13,614	New	+$207K	0.14%	277

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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Corient IA's WDS Position: Q3 2025 in Review

Corient IA sold out of Woodside Energy (WDS) in Q3 2025, closing a stake of 13,614 shares — an estimated $210K sold.

Corient IA first reported a position in WDS in Q1 2025 and held it in 2 quarters. The position peaked at $210K in Q2 2025. 256 funds tracked by Wall St. Rank hold WDS as of Q3 2025.

Corient IA reported no remaining Woodside Energy position as of Q3 2025 after selling out during the quarter.
Corient IA sold 13,614 Woodside Energy shares in Q3 2025, an estimated $210K.
Corient IA first reported a position in Woodside Energy in Q1 2025 and held it in 2 quarters.
Corient IA's Woodside Energy position peaked at $210K in Q2 2025.
256 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2025.

Based on Corient IA's 13F filing for Q3 2025, filed 12 Nov 2025.