Planning Strategies’s Woodside Energy WDS Stock Holding History

Planning 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 Q3	$2.26K	Buy	+102	New	+$2.29K	﹤0.01%	601

Other funds holding WDS

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Planning Strategies's WDS Position: Q3 2026 in Review

Planning Strategies opened a new position in Woodside Energy (WDS) in Q3 2026: 102 shares worth $2.26K. The stake represents ﹤0.01% of the portfolio and ranks #601 among its holdings.

16 funds tracked by Wall St. Rank hold WDS as of Q3 2026.

Planning Strategies held 102 shares of Woodside Energy worth $2.26K as of Q3 2026.
Woodside Energy was a new Planning Strategies position in Q3 2026.
Woodside Energy made up ﹤0.01% of Planning Strategies's portfolio in Q3 2026, its #601 holding.
16 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2026.

Based on Planning Strategies's 13F filing for Q3 2026, filed 2 Oct 2026.