Costello Asset Management’s Woodside Energy WDS Stock Holding History

Costello Asset Management’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	$2.63K	Hold	136	–	–	﹤0.01%	641
2026 Q1	$3.25K	Hold	136	–	–	﹤0.01%	598
2025 Q4	$2.12K	Hold	136	–	–	﹤0.01%	636
2025 Q3	$2.05K	Hold	136	–	–	﹤0.01%	617
2025 Q2	$2.1K	Hold	136	–	–	﹤0.01%	628
2025 Q1	$1.97K	Buy	+136	New	+$2.07K	﹤0.01%	615

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

Costello Asset Management's WDS Position: Q2 2026 in Review

Costello Asset Management held its Woodside Energy (WDS) position steady in Q2 2026 at 136 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Costello Asset Management first reported a position in WDS in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.25K in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

Costello Asset Management held 136 shares of Woodside Energy worth $2.63K as of Q2 2026.
Costello Asset Management left its Woodside Energy share count unchanged in Q2 2026.
Woodside Energy made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #641 holding.
Costello Asset Management first reported a position in Woodside Energy in Q1 2025 and has held it in 6 quarters since.
Costello Asset Management's Woodside Energy position peaked at $3.25K in Q1 2026.
306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.