Orion Portfolio Solutions’s Woodside Energy WDS Stock Holding History

Orion Portfolio Solutions’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 Q1	$484K	Buy	33,431 +7,004	+27%	+$107K	﹤0.01%	1440
2024 Q4	$412K	Sell	26,427 -8,445	-24%	-$135K	﹤0.01%	1419
2024 Q3	$601K	Sell	34,872 -1,748	-5%	-$31K	0.01%	1269
2024 Q2	$689K	Sell	36,620 -374	-1%	-$6.96K	0.01%	1160
2024 Q1	$739K	Buy	36,994 +12,807	+53%	+$259K	0.01%	1119
2023 Q4	$509K	Buy	24,187 +6,495	+37%	+$138K	0.01%	1201
2023 Q3	$412K	Sell	17,692 -256	-1%	-$6.24K	0.01%	1274
2023 Q2	$416K	Sell	17,948 -515	-3%	-$11.8K	﹤0.01%	1277
2023 Q1	$414K	Buy	+18,463	New	+$444K	0.01%	1206

Other funds holding WDS

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

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

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

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

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Orion Portfolio Solutions's WDS Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Woodside Energy (WDS) stake by 27% in Q1 2025, buying an estimated $107K and bringing the position to 33,431 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Orion Portfolio Solutions first reported a position in WDS in Q1 2023 and has held it in 9 quarters since. The position peaked at $739K in Q1 2024. 267 funds tracked by Wall St. Rank hold WDS as of Q1 2025.

Orion Portfolio Solutions held 33,431 shares of Woodside Energy worth $484K as of Q1 2025.
Orion Portfolio Solutions bought 7,004 Woodside Energy shares in Q1 2025, an estimated $107K.
Woodside Energy made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1440 holding.
Orion Portfolio Solutions first reported a position in Woodside Energy in Q1 2023 and has held it in 9 quarters since.
Orion Portfolio Solutions's Woodside Energy position peaked at $739K in Q1 2024.
267 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.