NewSquare Capital’s Woodside Energy WDS Stock Holding History

NewSquare Capital’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 Q3	–	Sell	-708	Closed	-$10.9K	–	1228
2025 Q2	$10.9K	Buy	708 +387	+121%	+$5.42K	﹤0.01%	631
2025 Q1	$4.65K	Buy	321 +238	+287%	+$3.62K	﹤0.01%	708
2024 Q4	$1.29K	Buy	+83	New	+$1.33K	﹤0.01%	632
2023 Q2	–	Sell	-302	Closed	-$6.77K	–	947
2023 Q1	$6.77K	Buy	302 +170	+129%	+$4.08K	﹤0.01%	404
2022 Q4	$3.2K	Buy	+132	New	+$3.13K	﹤0.01%	419

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

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

NewSquare Capital's WDS Position: Q3 2025 in Review

NewSquare Capital sold out of Woodside Energy (WDS) in Q3 2025, closing a stake of 708 shares — an estimated $10.9K sold.

NewSquare Capital first reported a position in WDS in Q4 2022 and held it in 5 quarters. The position peaked at $10.9K in Q2 2025. 256 funds tracked by Wall St. Rank hold WDS as of Q3 2025.

NewSquare Capital reported no remaining Woodside Energy position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 708 Woodside Energy shares in Q3 2025, an estimated $10.9K.
NewSquare Capital first reported a position in Woodside Energy in Q4 2022 and held it in 5 quarters.
NewSquare Capital's Woodside Energy position peaked at $10.9K in Q2 2025.
256 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.