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Kohmann Bosshard Financial Services’s Woodside Energy WDS Stock Holding History

Kohmann Bosshard Financial 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
Q1 		– Sell
-5,064
Closed -$78.9K – 613
2025
Q4 		$78.9K Buy
+5,064
New +$80.5K 0.01% 444
2025
Q1 		– Sell
-6,961
Closed -$109K – 768
2024
Q4 		$109K Buy
+6,961
New +$112K 0.01% 248

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Kohmann Bosshard Financial Services's WDS Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Woodside Energy (WDS) in Q1 2026, closing a stake of 5,064 shares — an estimated $78.9K sold.

Kohmann Bosshard Financial Services first reported a position in WDS in Q4 2024 and held it in 2 quarters. The position peaked at $109K in Q4 2024. 320 funds tracked by Wall St. Rank hold WDS as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Woodside Energy position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 5,064 Woodside Energy shares in Q1 2026, an estimated $78.9K.
  • Kohmann Bosshard Financial Services first reported a position in Woodside Energy in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Woodside Energy position peaked at $109K in Q4 2024.
  • 320 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.