N.E.W. Advisory Services’s Woodside Energy WDS Stock Holding History

N.E.W. Advisory Services’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	$2.09K	Hold	108	–	–	﹤0.01%	844
2026 Q1	$2.58K	Buy	+108	New	+$2.1K	﹤0.01%	799

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

N.E.W. Advisory Services's WDS Position: Q2 2026 in Review

N.E.W. Advisory Services held its Woodside Energy (WDS) position steady in Q2 2026 at 108 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

N.E.W. Advisory Services first reported a position in WDS in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.58K in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

N.E.W. Advisory Services held 108 shares of Woodside Energy worth $2.09K as of Q2 2026.
N.E.W. Advisory Services left its Woodside Energy share count unchanged in Q2 2026.
Woodside Energy made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #844 holding.
N.E.W. Advisory Services first reported a position in Woodside Energy in Q1 2026 and has held it in 2 quarters since.
N.E.W. Advisory Services's Woodside Energy position peaked at $2.58K in Q1 2026.
306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.