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Integrated Wealth Concepts’s Woodside Energy WDS Stock Holding History

Integrated Wealth Concepts’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 		$766K Buy
39,636
+3,465
+10% +$77.2K 0.01% 1390
2026
Q1 		$864K Buy
36,171
+13,199
+57% +$257K 0.01% 1204
2025
Q4 		$358K Sell
22,972
-7,663
-25% -$122K ﹤0.01% 1248
2025
Q3 		$461K Buy
30,635
+1,280
+4% +$21.1K ﹤0.01% 1394
2025
Q2 		$453K Buy
29,355
+18,160
+162% +$254K ﹤0.01% 1333
2025
Q1 		$162K Sell
11,195
-804
-7% -$12.2K ﹤0.01% 1647
2024
Q4 		$187K Sell
11,999
-242
-2% -$3.88K ﹤0.01% 1615
2024
Q3 		$211K Buy
12,241
+148
+1% +$2.63K ﹤0.01% 1534
2024
Q2 		$227K Buy
12,093
+12
+0.1% +$223 ﹤0.01% 1465
2024
Q1 		$241K Sell
12,081
-62
-0.5% -$1.25K ﹤0.01% 1435
2023
Q4 		$256K Buy
12,143
+161
+1% +$3.43K ﹤0.01% 1339
2023
Q3 		$279K Hold
11,982
– – ﹤0.01% 1259
2023
Q2 		$278K Sell
11,982
-607
-5% -$13.9K ﹤0.01% 1261
2023
Q1 		$282K Buy
12,589
+2,472
+24% +$59.4K 0.01% 1084
2022
Q4 		$245K Sell
10,117
-207
-2% -$4.91K 0.01% 879
2022
Q3 		$208K Sell
10,324
-97
-0.9% -$2.14K 0.01% 857
2022
Q2 		$225K Buy
+10,421
New +$236K 0.01% 854

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
Fidelity Investments
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
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

Integrated Wealth Concepts's WDS Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Woodside Energy (WDS) stake by 9.6% in Q2 2026, buying an estimated $77.2K and bringing the position to 39,636 shares worth $766K. The position accounts for 0.01% of the portfolio, ranked #1390.

Integrated Wealth Concepts first reported a position in WDS in Q2 2022 and has held it in 17 quarters since. The position peaked at $864K in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • Integrated Wealth Concepts held 39,636 shares of Woodside Energy worth $766K as of Q2 2026.
  • Integrated Wealth Concepts bought 3,465 Woodside Energy shares in Q2 2026, an estimated $77.2K.
  • Woodside Energy made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1390 holding.
  • Integrated Wealth Concepts first reported a position in Woodside Energy in Q2 2022 and has held it in 17 quarters since.
  • Integrated Wealth Concepts's Woodside Energy position peaked at $864K in Q1 2026.
  • 306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.