Harbour Investments’s Woodside Energy WDS Stock Holding History

Harbour Investments’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	$8.45K	Buy	353 +126	+56%	+$2.45K	﹤0.01%	3352
2025 Q4	$3.54K	Sell	227 -33	-13%	-$525	﹤0.01%	3147
2025 Q3	$3.91K	Sell	260 -31	-11%	-$511	﹤0.01%	3077
2025 Q2	$4.49K	Buy	291 +27	+10%	+$378	﹤0.01%	2918
2025 Q1	$3.83K	Hold	264	–	–	﹤0.01%	2910
2024 Q4	$4.12K	Hold	264	–	–	﹤0.01%	2803
2024 Q3	$4.55K	Buy	264 +16	+6%	+$284	﹤0.01%	2661
2024 Q2	$4.67K	Hold	248	–	–	﹤0.01%	2542
2024 Q1	$4.95K	Hold	248	–	–	﹤0.01%	2488
2023 Q4	$5.23K	Hold	248	–	–	﹤0.01%	2391
2023 Q3	$5.78K	Sell	248 -42	-14%	-$1.02K	﹤0.01%	2222
2023 Q2	$6.72K	Hold	290	–	–	﹤0.01%	2189
2023 Q1	$6.5K	Sell	290 -99	-25%	-$2.38K	﹤0.01%	2191
2022 Q4	$9.42K	Buy	389 +82	+27%	+$1.95K	﹤0.01%	1976
2022 Q3	$7K	Hold	307	–	–	﹤0.01%	2085
2022 Q2	$7K	Buy	+307	New	+$6.96K	﹤0.01%	2085

Other funds holding WDS

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T 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 $564B 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