LRI Investments’s Woodside Energy WDS Stock Holding History

LRI Investments’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	$2.32K	Buy	120 +113	+1,614%	+$2.52K	﹤0.01%	1257
2026 Q1	$167	Hold	7	–	–	﹤0.01%	1398
2025 Q4	$109	Hold	7	–	–	﹤0.01%	1342
2025 Q3	$105	Hold	7	–	–	﹤0.01%	1294
2025 Q2	$108	Hold	7	–	–	﹤0.01%	1251
2025 Q1	$101	Hold	7	–	–	﹤0.01%	1197
2024 Q4	$109	Hold	7	–	–	﹤0.01%	1147
2024 Q3	$108	Buy	+7	New	+$124	﹤0.01%	1139

Other funds holding WDS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LRI Investments's WDS Position: Q2 2026 in Review

LRI Investments increased its Woodside Energy (WDS) stake by 1,614% in Q2 2026, buying an estimated $2.52K and bringing the position to 120 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

LRI Investments first reported a position in WDS in Q3 2024 and has held it in 8 quarters since. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

LRI Investments held 120 shares of Woodside Energy worth $2.32K as of Q2 2026.
LRI Investments bought 113 Woodside Energy shares in Q2 2026, an estimated $2.52K.
Woodside Energy made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1257 holding.
LRI Investments first reported a position in Woodside Energy in Q3 2024 and has held it in 8 quarters since.
306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.