Pathstone Holdings
WDS icon

Pathstone Holdings’s Woodside Energy WDS Stock Holding History

Pathstone Holdings’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 		$1.19M Buy
49,885
+7,370
+17% +$143K ﹤0.01% 1321
2025
Q4 		$663K Buy
42,515
+493
+1% +$7.84K ﹤0.01% 1621
2025
Q3 		$632K Buy
42,022
+6,539
+18% +$108K ﹤0.01% 1653
2025
Q2 		$547K Sell
35,483
-12,733
-26% -$178K ﹤0.01% 1682
2025
Q1 		$702K Sell
48,216
-7,635
-14% -$116K ﹤0.01% 1551
2024
Q4 		$871K Buy
55,851
+3,950
+8% +$63.3K ﹤0.01% 1438
2024
Q3 		$898K Sell
51,901
-7,433
-13% -$132K ﹤0.01% 1429
2024
Q2 		$1.12M Buy
59,334
+3,875
+7% +$72.1K 0.01% 1265
2024
Q1 		$1.11M Buy
55,459
+30,081
+119% +$609K 0.01% 1219
2023
Q4 		$536K Buy
+25,378
New +$540K ﹤0.01% 1462

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BlackRock
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Northern Trust
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First Trust Advisors
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
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
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return