Corient Private Wealth
WDS icon

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
Q1 		$1.02M Sell
43,095
-36,720
-46% -$714K ﹤0.01% 1653
2025
Q4 		$1.22M Buy
79,815
+37,081
+87% +$590K ﹤0.01% 1781
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return