LFG
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Larson Financial Group’s Woodside Energy WDS Stock Holding History

Larson Financial 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
Q1 		$14.9K Buy
624
+266
+74% +$5.17K ﹤0.01% 2006
2025
Q4 		$5.58K Sell
358
-48
-12% -$763 ﹤0.01% 2412
2025
Q3 		$6.11K Buy
406
+48
+13% +$791 ﹤0.01% 2277
2025
Q2 		$5.52K Buy
358
+158
+79% +$2.21K ﹤0.01% 2045
2025
Q1 		$2.9K Hold
200
– – ﹤0.01% 2049
2024
Q4 		$3.12K Hold
200
– – ﹤0.01% 1779
2024
Q3 		$3.45K Hold
200
– – ﹤0.01% 1746
2024
Q2 		$3.76K Hold
200
– – ﹤0.01% 1495
2024
Q1 		$3.99K Buy
+200
New +$4.05K ﹤0.01% 1244
2023
Q2 		– Sell
-113
Closed -$2.54K – 1632
2023
Q1 		$2.54K Buy
+113
New +$2.71K ﹤0.01% 1208

Other funds holding WDS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northern Trust
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
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
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return