GHP Investment Advisors’s Woodside Energy WDS Stock Holding History

GHP Investment 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 Q1	$7.63K	Buy	319 +3	+0.9%	+$58	﹤0.01%	845
2025 Q4	$4.93K	Hold	316	–	–	﹤0.01%	820
2025 Q3	$4.76K	Buy	316 +10	+3%	+$165	﹤0.01%	795
2025 Q2	$4.72K	Buy	306 +11	+4%	+$154	﹤0.01%	790
2025 Q1	$4.28K	Hold	295	–	–	﹤0.01%	790
2024 Q4	$4.6K	Buy	295 +10	+4%	+$160	﹤0.01%	806
2024 Q3	$4.91K	Hold	285	–	–	﹤0.01%	802
2024 Q2	$5.36K	Buy	285 +8	+3%	+$149	﹤0.01%	774
2024 Q1	$5.53K	Hold	277	–	–	﹤0.01%	708
2023 Q4	$5.84K	Hold	277	–	–	﹤0.01%	699
2023 Q3	$6.34K	Buy	+277	New	+$6.75K	﹤0.01%	759

Other funds holding WDS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return