NewEdge Advisors’s Woodside Energy WDS Stock Holding History

NewEdge Advisors’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 Q1	$171K	Buy	7,157 +2,655	+59%	+$51.6K	﹤0.01%	2637
2025 Q4	$70.2K	Sell	4,502 -126	-3%	-$2K	﹤0.01%	2865
2025 Q3	$69.6K	Buy	4,628 +457	+11%	+$7.53K	﹤0.01%	2724
2025 Q2	$64.4K	Buy	4,171 +750	+22%	+$10.5K	﹤0.01%	2586
2025 Q1	$49.6K	Sell	3,421 -3,262	-49%	-$49.6K	﹤0.01%	2557
2024 Q4	$104K	Buy	6,683 +5,826	+680%	+$93.4K	﹤0.01%	2265
2024 Q3	$14.8K	Buy	857 +317	+59%	+$5.62K	﹤0.01%	2819
2024 Q2	$10.2K	Sell	540 -3,022	-85%	-$56.2K	﹤0.01%	2854
2024 Q1	$71.1K	Sell	3,562 -24	-0.7%	-$486	﹤0.01%	2182
2023 Q4	$75.6K	Buy	3,586 +227	+7%	+$4.83K	﹤0.01%	2067
2023 Q3	$78.2K	Sell	3,359 -542	-14%	-$13.2K	﹤0.01%	1928
2023 Q2	$90.5K	Sell	3,901 -410	-10%	-$9.39K	﹤0.01%	1879
2023 Q1	$96.7K	Sell	4,311 -1,051	-20%	-$25.3K	﹤0.01%	1759
2022 Q4	$20.8K	Buy	+5,362	New	+$127K	﹤0.01%	2108

Other funds holding WDS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ClearBridge Investments

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return