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Dynasty Wealth Management’s Woodside Energy WDS Stock Holding History

Dynasty Wealth 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 		$536K Sell
27,727
-1,811
-6% -$40.3K ﹤0.01% 248
2026
Q1 		$705K Buy
29,538
+371
+1% +$7.21K 0.01% 206
2025
Q4 		$455K Buy
29,167
+982
+3% +$15.6K ﹤0.01% 246
2025
Q3 		$424K Buy
+28,185
New +$464K 0.01% 237

Other funds holding WDS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Dynasty Wealth Management's WDS Position: Q2 2026 in Review

Dynasty Wealth Management reduced its Woodside Energy (WDS) stake by 6.1% in Q2 2026, selling an estimated $40.3K and leaving 27,727 shares worth $536K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Dynasty Wealth Management first reported a position in WDS in Q3 2025 and has held it in 4 quarters since. The position peaked at $705K in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • Dynasty Wealth Management held 27,727 shares of Woodside Energy worth $536K as of Q2 2026.
  • Dynasty Wealth Management sold 1,811 Woodside Energy shares in Q2 2026, an estimated $40.3K.
  • Woodside Energy made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #248 holding.
  • Dynasty Wealth Management first reported a position in Woodside Energy in Q3 2025 and has held it in 4 quarters since.
  • Dynasty Wealth Management's Woodside Energy position peaked at $705K in Q1 2026.
  • 306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.