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 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 $1.66T 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 Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

QCM

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

Golden State Wealth Management's WDS Position: Q1 2026 in Review

Golden State Wealth Management held its Woodside Energy (WDS) position steady in Q1 2026 at 40 shares worth $955. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Golden State Wealth Management first reported a position in WDS in Q4 2024 and has held it in 6 quarters since. 318 funds tracked by Wall St. Rank hold WDS as of Q1 2026.

Golden State Wealth Management held 40 shares of Woodside Energy worth $955 as of Q1 2026.
Golden State Wealth Management left its Woodside Energy share count unchanged in Q1 2026.
Woodside Energy made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #1454 holding.
Golden State Wealth Management first reported a position in Woodside Energy in Q4 2024 and has held it in 6 quarters since.
318 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.