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 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	$2.71K	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	$1.27K	Buy	+55	New	+$1.26K	﹤0.01%	1294
2022 Q4	$516	Buy	+20	New	+$474	﹤0.01%	1450

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

Cornerstone Planning Group's WDS Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Woodside Energy (WDS) stake by 1.4% in Q2 2026, selling an estimated $178 and leaving 555 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Cornerstone Planning Group first reported a position in WDS in Q4 2022 and has held it in 14 quarters since. The position peaked at $17.9K in Q3 2025. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

Cornerstone Planning Group held 555 shares of Woodside Energy worth $12.4K as of Q2 2026.
Cornerstone Planning Group sold 8 Woodside Energy shares in Q2 2026, an estimated $178.
Woodside Energy made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #819 holding.
Cornerstone Planning Group first reported a position in Woodside Energy in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's Woodside Energy position peaked at $17.9K in Q3 2025.
306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.