Crewe Advisors’s Woodside Energy WDS Stock Holding History

Crewe Advisors’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	$4.93K	Hold	255	–	–	﹤0.01%	885
2026 Q1	$6.09K	Hold	255	–	–	﹤0.01%	743
2025 Q4	$3.98K	Hold	255	–	–	﹤0.01%	761
2025 Q3	$3.84K	Buy	+255	New	+$4.2K	﹤0.01%	763

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

Crewe Advisors's WDS Position: Q2 2026 in Review

Crewe Advisors held its Woodside Energy (WDS) position steady in Q2 2026 at 255 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

Crewe Advisors first reported a position in WDS in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.09K in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

Crewe Advisors held 255 shares of Woodside Energy worth $4.93K as of Q2 2026.
Crewe Advisors left its Woodside Energy share count unchanged in Q2 2026.
Woodside Energy made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #885 holding.
Crewe Advisors first reported a position in Woodside Energy in Q3 2025 and has held it in 4 quarters since.
Crewe Advisors's Woodside Energy position peaked at $6.09K in Q1 2026.
306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.