Corient Private Wealth’s Woodside Energy WDS Stock Holding History

Corient Private Wealth’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	$894K	Buy	46,280 +3,185	+7%	+$71K	﹤0.01%	1883
2026 Q1	$1.02M	Buy	43,095 +3,188	+8%	+$62K	﹤0.01%	1653
2025 Q4	$622K	Sell	39,907 -2,827	-7%	-$45K	﹤0.01%	1755
2025 Q3	$643K	Buy	42,734 +16,144	+61%	+$266K	﹤0.01%	1659
2025 Q2	$410K	Sell	26,590 -21,314	-44%	-$298K	﹤0.01%	1809
2025 Q1	$694K	Sell	47,904 -60,139	-56%	-$915K	﹤0.01%	1444
2024 Q4	$1.69M	Buy	108,043 +34,054	+46%	+$546K	﹤0.01%	1066
2024 Q3	$1.28M	Sell	73,989 -6,058	-8%	-$107K	﹤0.01%	1290
2024 Q2	$1.51M	Sell	80,047 -9,621	-11%	-$179K	﹤0.01%	1161
2024 Q1	$1.79M	Buy	89,668 +826	+0.9%	+$16.7K	﹤0.01%	1072
2023 Q4	$1.87M	Sell	88,842 -10,639	-11%	-$227K	﹤0.01%	1035
2023 Q3	$2.32M	Buy	99,481 +7,352	+8%	+$179K	0.01%	853
2023 Q2	$2.14M	Sell	92,129 -18,529	-17%	-$424K	﹤0.01%	871
2023 Q1	$2.48M	Buy	+110,658	New	+$2.66M	0.01%	776

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

Corient Private Wealth's WDS Position: Q2 2026 in Review

Corient Private Wealth increased its Woodside Energy (WDS) stake by 7.4% in Q2 2026, buying an estimated $71K and bringing the position to 46,280 shares worth $894K. The position accounts for ﹤0.01% of the portfolio, ranked #1883.

Corient Private Wealth first reported a position in WDS in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.48M in Q1 2023. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

Corient Private Wealth held 46,280 shares of Woodside Energy worth $894K as of Q2 2026.
Corient Private Wealth bought 3,185 Woodside Energy shares in Q2 2026, an estimated $71K.
Woodside Energy made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1883 holding.
Corient Private Wealth first reported a position in Woodside Energy in Q1 2023 and has held it in 14 quarters since.
Corient Private Wealth's Woodside Energy position peaked at $2.48M in Q1 2023.
306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.