Matthew Hamilton Rosenberg’s Woodside Energy WDS Stock Holding History

Matthew Hamilton Rosenberg’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 Q3	$798	Hold	36	–	–	﹤0.01%	787
2026 Q2	$696	Hold	36	–	–	﹤0.01%	767
2026 Q1	$860	Hold	36	–	–	﹤0.01%	769
2025 Q4	$561	Hold	36	–	–	﹤0.01%	781
2025 Q3	$542	Hold	36	–	–	﹤0.01%	785
2025 Q2	$555	Hold	36	–	–	﹤0.01%	810
2025 Q1	$522	Hold	36	–	–	﹤0.01%	794
2024 Q4	$562	Sell	36 -91	-72%	-$1.46K	﹤0.01%	778
2024 Q3	$2.19K	Hold	127	–	–	﹤0.01%	742
2024 Q2	$2.41K	Sell	127 -415	-77%	-$7.72K	﹤0.01%	707
2024 Q1	$10.8K	Sell	542 -251	-32%	-$5.08K	﹤0.01%	598
2023 Q4	$16.7K	Buy	793 +75	+10%	+$1.6K	0.01%	555
2023 Q3	$16.7K	Sell	718 -91	-11%	-$2.22K	0.01%	563
2023 Q2	$18.8K	Buy	809 +1	+0.1%	+$23	0.01%	552
2023 Q1	$18.1K	Sell	808 -91	-10%	-$2.19K	0.01%	600
2022 Q4	$21.8K	Hold	899	–	–	0.01%	565
2022 Q3	$18K	Buy	+899	New	+$19.8K	0.01%	581

Other funds holding WDS

Nichols & Pratt Advisers Boston, Massachusetts $1.68B AUM 20.22% 1-Year Est. Return

U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

MJPCFAI

Michael J. Porro & Co. Financial Advisors, Inc. Old Tappan, New Jersey $166M AUM 78.97% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Matthew Hamilton Rosenberg's WDS Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Woodside Energy (WDS) position steady in Q3 2026 at 36 shares worth $798. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Matthew Hamilton Rosenberg first reported a position in WDS in Q3 2022 and has held it in 17 quarters since. The position peaked at $21.8K in Q4 2022. 72 funds tracked by Wall St. Rank hold WDS as of Q3 2026.

Matthew Hamilton Rosenberg held 36 shares of Woodside Energy worth $798 as of Q3 2026.
Matthew Hamilton Rosenberg left its Woodside Energy share count unchanged in Q3 2026.
Woodside Energy made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #787 holding.
Matthew Hamilton Rosenberg first reported a position in Woodside Energy in Q3 2022 and has held it in 17 quarters since.
Matthew Hamilton Rosenberg's Woodside Energy position peaked at $21.8K in Q4 2022.
72 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.