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PDS Planning’s Woodside Energy WDS Stock Holding History

PDS Planning’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 		$258K Buy
13,331
+1,620
+14% +$36.1K 0.01% 473
2026
Q1 		$280K Sell
11,711
-308
-3% -$5.99K 0.02% 411
2025
Q4 		$187K Buy
12,019
+587
+5% +$9.34K 0.01% 521
2025
Q3 		$172K Buy
11,432
+473
+4% +$7.79K 0.01% 516
2025
Q2 		$169K Buy
+10,959
New +$153K 0.01% 495

Other funds holding WDS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

PDS Planning's WDS Position: Q2 2026 in Review

PDS Planning increased its Woodside Energy (WDS) stake by 14% in Q2 2026, buying an estimated $36.1K and bringing the position to 13,331 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #473.

PDS Planning first reported a position in WDS in Q2 2025 and has held it in 5 quarters since. The position peaked at $280K in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • PDS Planning held 13,331 shares of Woodside Energy worth $258K as of Q2 2026.
  • PDS Planning bought 1,620 Woodside Energy shares in Q2 2026, an estimated $36.1K.
  • Woodside Energy made up 0.01% of PDS Planning's portfolio in Q2 2026, its #473 holding.
  • PDS Planning first reported a position in Woodside Energy in Q2 2025 and has held it in 5 quarters since.
  • PDS Planning's Woodside Energy position peaked at $280K in Q1 2026.
  • 306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.