LPL Financial
WDS icon

LPL Financial’s Woodside Energy WDS Stock Holding History

LPL Financial’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 		$1.39M Buy
58,197
+9,953
+21% +$194K ﹤0.01% 3849
2025
Q4 		$752K Buy
48,244
+20,097
+71% +$320K ﹤0.01% 4357
2025
Q3 		$424K Sell
28,147
-242
-0.9% -$3.99K ﹤0.01% 4760
2025
Q2 		$438K Sell
28,389
-32,454
-53% -$454K ﹤0.01% 4477
2025
Q1 		$882K Buy
60,843
+3,605
+6% +$54.8K ﹤0.01% 3663
2024
Q4 		$893K Buy
57,238
+27,133
+90% +$435K ﹤0.01% 3587
2024
Q3 		$519K Sell
30,105
-17,147
-36% -$304K ﹤0.01% 3963
2024
Q2 		$889K Sell
47,252
-3,056
-6% -$56.9K ﹤0.01% 3362
2024
Q1 		$1M Sell
50,308
-10,151
-17% -$205K ﹤0.01% 3174
2023
Q4 		$1.28M Sell
60,459
-6,187
-9% -$132K ﹤0.01% 2837
2023
Q3 		$1.55M Buy
66,646
+6,334
+11% +$154K ﹤0.01% 2527
2023
Q2 		$1.4M Buy
60,312
+6,541
+12% +$150K ﹤0.01% 2576
2023
Q1 		$1.21M Buy
53,771
+3,616
+7% +$86.9K ﹤0.01% 2600
2022
Q4 		$1.21M Sell
50,155
-4,133
-8% -$98K ﹤0.01% 2494
2022
Q3 		$1.09M Sell
54,288
-23,100
-30% -$509K ﹤0.01% 2464
2022
Q2 		$1.67M Buy
+77,388
New +$1.75M ﹤0.01% 2168

Other funds holding WDS

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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