PMFA
WDS icon

Plante Moran Financial Advisors’s Woodside Energy WDS Stock Holding History

Plante Moran Financial 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
Q2 		$2.59K Buy
134
+8
+6% +$178 ﹤0.01% 709
2026
Q1 		$3.02K Buy
126
+26
+26% +$506 ﹤0.01% 605
2025
Q4 		$1.56K Buy
+100
New +$1.59K ﹤0.01% 734

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

Plante Moran Financial Advisors's WDS Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Woodside Energy (WDS) stake by 6.3% in Q2 2026, buying an estimated $178 and bringing the position to 134 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

Plante Moran Financial Advisors first reported a position in WDS in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.02K in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • Plante Moran Financial Advisors held 134 shares of Woodside Energy worth $2.59K as of Q2 2026.
  • Plante Moran Financial Advisors bought 8 Woodside Energy shares in Q2 2026, an estimated $178.
  • Woodside Energy made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #709 holding.
  • Plante Moran Financial Advisors first reported a position in Woodside Energy in Q4 2025 and has held it in 3 quarters since.
  • Plante Moran Financial Advisors's Woodside Energy position peaked at $3.02K in Q1 2026.
  • 306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.