Parallel Advisors’s Woodside Energy WDS Stock Holding History

Parallel 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	$217K	Buy	9,094 +2,339	+35%	+$45.5K	﹤0.01%	1128
2025 Q4	$105K	Buy	6,755 +998	+17%	+$15.9K	﹤0.01%	1444
2025 Q3	$86.7K	Sell	5,757 -314	-5%	-$5.17K	﹤0.01%	1497
2025 Q2	$93.7K	Sell	6,071 -3,983	-40%	-$55.7K	﹤0.01%	1390
2025 Q1	$146K	Sell	10,054 -4,213	-30%	-$64.1K	﹤0.01%	1101
2024 Q4	$223K	Buy	14,267 +4,368	+44%	+$70K	0.01%	884
2024 Q3	$171K	Buy	9,899 +4,019	+68%	+$71.3K	﹤0.01%	997
2024 Q2	$111K	Sell	5,880 -3,078	-34%	-$57.3K	﹤0.01%	1135
2024 Q1	$179K	Buy	8,958 +1,221	+16%	+$24.7K	﹤0.01%	898
2023 Q4	$163K	Buy	7,737 +1,601	+26%	+$34.1K	﹤0.01%	895
2023 Q3	$143K	Buy	6,136 +964	+19%	+$23.5K	﹤0.01%	920
2023 Q2	$120K	Buy	5,172 +827	+19%	+$18.9K	﹤0.01%	996
2023 Q1	$97.5K	Sell	4,345 -251	-5%	-$6.03K	﹤0.01%	1068
2022 Q4	$111K	Buy	4,596 +256	+6%	+$6.07K	﹤0.01%	953
2022 Q3	$87K	Sell	4,340 -1,133	-21%	-$25K	﹤0.01%	1025
2022 Q2	$118K	Buy	+5,473	New	+$124K	0.01%	898

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