IAAG
WDS icon

Innovative Asset Advisors Group’s Woodside Energy WDS Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-131
Closed -$3.13K – 1027
2026
Q1 		$3.13K Buy
+131
New +$2.55K ﹤0.01% 835

Other funds holding WDS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Innovative Asset Advisors Group's WDS Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Woodside Energy (WDS) in Q2 2026, closing a stake of 131 shares — an estimated $3.13K sold.

Innovative Asset Advisors Group first reported a position in WDS in Q1 2026 and held it in 1 quarter. The position peaked at $3.13K in Q1 2026. 294 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Woodside Energy position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 131 Woodside Energy shares in Q2 2026, an estimated $3.13K.
  • Innovative Asset Advisors Group first reported a position in Woodside Energy in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Woodside Energy position peaked at $3.13K in Q1 2026.
  • 294 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.