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Forum Financial Management’s Woodside Energy WDS Stock Holding History

Forum Financial 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
Q1 		– Sell
-69,905
Closed -$1.09M – 990
2025
Q4 		$1.09M Hold
69,905
– – 0.01% 231
2025
Q3 		$1.05M Buy
69,905
+13,311
+24% +$219K 0.01% 225
2025
Q2 		$873K Sell
56,594
-16,926
-23% -$237K 0.01% 242
2025
Q1 		$1.07M Sell
73,520
-36
-0% -$548 0.02% 194
2024
Q4 		$1.15M Buy
73,556
+47,465
+182% +$761K 0.02% 186
2024
Q3 		$450K Buy
26,091
+24
+0.1% +$426 0.01% 364
2024
Q2 		$490K Buy
26,067
+7,523
+41% +$140K 0.01% 314
2024
Q1 		$370K Sell
18,544
-10
-0.1% -$202 0.01% 421
2023
Q4 		$391K Buy
18,554
+8,115
+78% +$173K 0.01% 366
2023
Q3 		$243K Hold
10,439
– – 0.01% 500
2023
Q2 		$242K Buy
10,439
+53
+0.5% +$1.21K 0.01% 521
2023
Q1 		$233K Hold
10,386
– – 0.01% 492
2022
Q4 		$251K Sell
10,386
-177
-2% -$4.2K 0.01% 449
2022
Q3 		$213K Buy
10,563
+9
+0.1% +$198 0.01% 478
2022
Q2 		$228K Buy
+10,554
New +$239K 0.01% 459

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Forum Financial Management's WDS Position: Q1 2026 in Review

Forum Financial Management sold out of Woodside Energy (WDS) in Q1 2026, closing a stake of 69,905 shares — an estimated $1.09M sold.

Forum Financial Management first reported a position in WDS in Q2 2022 and held it in 15 quarters. The position peaked at $1.15M in Q4 2024. 320 funds tracked by Wall St. Rank hold WDS as of Q1 2026.

  • Forum Financial Management reported no remaining Woodside Energy position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 69,905 Woodside Energy shares in Q1 2026, an estimated $1.09M.
  • Forum Financial Management first reported a position in Woodside Energy in Q2 2022 and held it in 15 quarters.
  • Forum Financial Management's Woodside Energy position peaked at $1.15M in Q4 2024.
  • 320 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.