Moran Wealth Management’s Woodside Energy WDS Stock Holding History

Moran Wealth Management’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
2025 Q4	–	Sell	-23,119	Closed	-$348K	–	542
2025 Q3	$348K	Sell	23,119 -763	-3%	-$12.6K	0.01%	444
2025 Q2	$368K	Sell	23,882 -6,303	-21%	-$88.2K	0.01%	441
2025 Q1	$437K	Sell	30,185 -3,151	-9%	-$47.9K	0.01%	388
2024 Q4	$520K	Sell	33,336 -3,249	-9%	-$52.1K	0.02%	370
2024 Q3	$631K	Sell	36,585 -1,785	-5%	-$31.7K	0.02%	355
2024 Q2	$722K	Sell	38,370 -6,344	-14%	-$118K	0.02%	307
2024 Q1	$893K	Sell	44,714 -7,954	-15%	-$161K	0.03%	299
2023 Q4	$1.11M	Sell	52,668 -5,898	-10%	-$126K	0.04%	298
2023 Q3	$1.36M	Sell	58,566 -42,745	-42%	-$1.04M	0.05%	239
2023 Q2	$2.35M	Sell	101,311 -8,044	-7%	-$184K	0.09%	209
2023 Q1	$2.45M	Sell	109,355 -5,560	-5%	-$134K	0.09%	206
2022 Q4	$2.78M	Buy	+114,915	New	+$2.73M	0.11%	190

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Moran Wealth Management's WDS Position: Q4 2025 in Review

Moran Wealth Management sold out of Woodside Energy (WDS) in Q4 2025, closing a stake of 23,119 shares — an estimated $348K sold.

Moran Wealth Management first reported a position in WDS in Q4 2022 and held it in 12 quarters. The position peaked at $2.78M in Q4 2022. 281 funds tracked by Wall St. Rank hold WDS as of Q4 2025.

Moran Wealth Management reported no remaining Woodside Energy position as of Q4 2025 after selling out during the quarter.
Moran Wealth Management sold 23,119 Woodside Energy shares in Q4 2025, an estimated $348K.
Moran Wealth Management first reported a position in Woodside Energy in Q4 2022 and held it in 12 quarters.
Moran Wealth Management's Woodside Energy position peaked at $2.78M in Q4 2022.
281 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2025.

Based on Moran Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.