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Nvest Wealth Strategies’s Woodside Energy WDS Stock Holding History

Nvest Wealth Strategies’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 		$657 Hold
34
– – ﹤0.01% 254
2026
Q1 		$812 Buy
+34
New +$661 ﹤0.01% 234

Other funds holding WDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HC
Hourglass Capital Houston, Texas $508M AUM 32.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
NPA
Nichols & Pratt Advisers Boston, Massachusetts $1.65B AUM 22.9% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
MWM
McAlvany Wealth Management Durango, Colorado $134M AUM

Nvest Wealth Strategies's WDS Position: Q2 2026 in Review

Nvest Wealth Strategies held its Woodside Energy (WDS) position steady in Q2 2026 at 34 shares worth $657. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Nvest Wealth Strategies first reported a position in WDS in Q1 2026 and has held it in 2 quarters since. The position peaked at $812 in Q1 2026. 160 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • Nvest Wealth Strategies held 34 shares of Woodside Energy worth $657 as of Q2 2026.
  • Nvest Wealth Strategies left its Woodside Energy share count unchanged in Q2 2026.
  • Woodside Energy made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #254 holding.
  • Nvest Wealth Strategies first reported a position in Woodside Energy in Q1 2026 and has held it in 2 quarters since.
  • Nvest Wealth Strategies's Woodside Energy position peaked at $812 in Q1 2026.
  • 160 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.