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Meramec Financial Planners’s Woodside Energy WDS Stock Holding History

Meramec Financial Planners’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 		$240 Hold
11
– – ﹤0.01% 532
2026
Q1 		$249 Hold
11
– – ﹤0.01% 501
2025
Q4 		$200 Buy
+11
New +$175 ﹤0.01% 500

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Meramec Financial Planners's WDS Position: Q2 2026 in Review

Meramec Financial Planners held its Woodside Energy (WDS) position steady in Q2 2026 at 11 shares worth $240. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Meramec Financial Planners first reported a position in WDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $249 in Q1 2026. 304 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • Meramec Financial Planners held 11 shares of Woodside Energy worth $240 as of Q2 2026.
  • Meramec Financial Planners left its Woodside Energy share count unchanged in Q2 2026.
  • Woodside Energy made up ﹤0.01% of Meramec Financial Planners's portfolio in Q2 2026, its #532 holding.
  • Meramec Financial Planners first reported a position in Woodside Energy in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's Woodside Energy position peaked at $249 in Q1 2026.
  • 304 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.