IMA Advisory Services’s Woodside Energy WDS Stock Holding History

IMA Advisory Services’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	$696	Hold	36	–	–	﹤0.01%	1236
2026 Q1	$859	Sell	36 -3	-8%	-$58	﹤0.01%	803
2025 Q4	$608	Buy	+39	New	+$620	﹤0.01%	842

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

IMA Advisory Services's WDS Position: Q2 2026 in Review

IMA Advisory Services held its Woodside Energy (WDS) position steady in Q2 2026 at 36 shares worth $696. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

IMA Advisory Services first reported a position in WDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $859 in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

IMA Advisory Services held 36 shares of Woodside Energy worth $696 as of Q2 2026.
IMA Advisory Services left its Woodside Energy share count unchanged in Q2 2026.
Woodside Energy made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1236 holding.
IMA Advisory Services first reported a position in Woodside Energy in Q4 2025 and has held it in 3 quarters since.
IMA Advisory Services's Woodside Energy position peaked at $859 in Q1 2026.
306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.