Golden State Wealth Management’s Woodside Energy WDS Stock Holding History

Golden State 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	$772	Hold	40	–	–	﹤0.01%	1504
2026 Q1	$955	Hold	40	–	–	﹤0.01%	1454
2025 Q4	$623	Hold	40	–	–	﹤0.01%	1574
2025 Q3	$601	Hold	40	–	–	﹤0.01%	1555
2025 Q2	$617	Hold	40	–	–	﹤0.01%	1482
2025 Q1	$579	Hold	40	–	–	﹤0.01%	1492
2024 Q4	$624	Buy	+40	New	+$641	﹤0.01%	1406

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

Golden State Wealth Management's WDS Position: Q2 2026 in Review

Golden State Wealth Management held its Woodside Energy (WDS) position steady in Q2 2026 at 40 shares worth $772. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Golden State Wealth Management first reported a position in WDS in Q4 2024 and has held it in 7 quarters since. The position peaked at $955 in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

Golden State Wealth Management held 40 shares of Woodside Energy worth $772 as of Q2 2026.
Golden State Wealth Management left its Woodside Energy share count unchanged in Q2 2026.
Woodside Energy made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1504 holding.
Golden State Wealth Management first reported a position in Woodside Energy in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's Woodside Energy position peaked at $955 in Q1 2026.
306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.