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EverSource Wealth Advisors’s Woodside Energy WDS Stock Holding History

EverSource Wealth 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 		$71.3K Sell
3,690
-1,801
-33% -$40.1K ﹤0.01% 1560
2026
Q1 		$131K Sell
5,491
-265
-5% -$5.15K ﹤0.01% 1274
2025
Q4 		$89.7K Buy
5,756
+477
+9% +$7.59K ﹤0.01% 1377
2025
Q3 		$79.5K Buy
5,279
+142
+3% +$2.34K ﹤0.01% 1398
2025
Q2 		$79.3K Buy
5,137
+2,825
+122% +$39.5K ﹤0.01% 1331
2025
Q1 		$33.5K Buy
2,312
+412
+22% +$6.27K ﹤0.01% 1430
2024
Q4 		$29.6K Sell
1,900
-221
-10% -$3.54K ﹤0.01% 1429
2024
Q3 		$36.6K Sell
2,121
-1,186
-36% -$21K ﹤0.01% 1200
2024
Q2 		$60.3K Buy
3,307
+1,631
+97% +$30.3K ﹤0.01% 1003
2024
Q1 		$29.8K Buy
1,676
+192
+13% +$3.88K ﹤0.01% 1190
2023
Q4 		$31.3K Sell
1,484
-2,460
-62% -$52.4K ﹤0.01% 1075
2023
Q3 		$91.9K Sell
3,944
-313
-7% -$7.62K 0.01% 597
2023
Q2 		$98.7K Buy
4,257
+421
+11% +$9.64K 0.01% 583
2023
Q1 		$86K Sell
3,836
-508
-12% -$12.2K 0.01% 588
2022
Q4 		$105K Buy
4,344
+944
+28% +$22.4K 0.02% 491
2022
Q3 		$68K Buy
3,400
+3,315
+3,900% +$73.1K 0.02% 553
2022
Q2 		$2K Buy
+85
New +$1.93K ﹤0.01% 1589

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

EverSource Wealth Advisors's WDS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Woodside Energy (WDS) stake by 33% in Q2 2026, selling an estimated $40.1K and leaving 3,690 shares worth $71.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

EverSource Wealth Advisors first reported a position in WDS in Q2 2022 and has held it in 17 quarters since. The position peaked at $131K in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • EverSource Wealth Advisors held 3,690 shares of Woodside Energy worth $71.3K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,801 Woodside Energy shares in Q2 2026, an estimated $40.1K.
  • Woodside Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1560 holding.
  • EverSource Wealth Advisors first reported a position in Woodside Energy in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Woodside Energy position peaked at $131K in Q1 2026.
  • 306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

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