Cornerstone Planning Group
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Cornerstone Planning Group’s Woodside Energy WDS Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-555
Closed -$12.4K – 1703
2026
Q2 		$12.4K Sell
555
-8
-1% -$178 ﹤0.01% 819
2026
Q1 		$13.2K Buy
563
+121
+27% +$2.35K ﹤0.01% 818
2025
Q4 		$7.7K Buy
442
+365
+474% +$5.8K ﹤0.01% 852
2025
Q3 		$17.9K Sell
77
-296
-79% -$4.88K ﹤0.01% 615
2025
Q2 		$6.42K Buy
373
+162
+77% +$2.27K ﹤0.01% 668
2025
Q1 		$2.7K Buy
211
+37
+21% +$563 ﹤0.01% 906
2024
Q4 		$2.69K Sell
174
-60
-26% -$962 ﹤0.01% 713
2024
Q3 		$3.69K Buy
234
+103
+79% +$1.83K ﹤0.01% 641
2024
Q2 		$2.21K Buy
131
+77
+143% +$1.43K ﹤0.01% 740
2024
Q1 		$971 Buy
54
+45
+500% +$911 ﹤0.01% 787
2023
Q4 		$190 Sell
9
-35
-80% -$745 ﹤0.01% 867
2023
Q3 		$1.02K Sell
44
-11
-20% -$268 ﹤0.01% 782
2023
Q2 		$1.28K Buy
+55
New +$1.26K ﹤0.01% 1294
2022
Q4 		$516 Buy
+20
New +$474 ﹤0.01% 1450

Other funds holding WDS

Nichols & Pratt Advisers
Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return
MJPCFAI
Michael J. Porro & Co. Financial Advisors, Inc. Old Tappan, New Jersey $166M AUM 78.97% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
BankChampaign National Association
BankChampaign National Association Champaign, Illinois $120M AUM 54.13% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Moody National Bank Trust Division
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Cornerstone Planning Group's WDS Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Woodside Energy (WDS) in Q3 2026, closing a stake of 555 shares — an estimated $12.4K sold.

Cornerstone Planning Group first reported a position in WDS in Q4 2022 and held it in 14 quarters. The position peaked at $17.9K in Q3 2025. 59 funds tracked by Wall St. Rank hold WDS as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Woodside Energy position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 555 Woodside Energy shares in Q3 2026, an estimated $12.4K.
  • Cornerstone Planning Group first reported a position in Woodside Energy in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Woodside Energy position peaked at $17.9K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.