Principal Securities’s Woodside Energy WDS Stock Holding History

Principal Securities’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
2025 Q4	–	Sell	-1,093	Closed	-$16.4K	–	3476
2025 Q3	$16.4K	Buy	1,093 +265	+32%	+$4.37K	﹤0.01%	2492
2025 Q2	$12.8K	Sell	828 -512	-38%	-$7.17K	﹤0.01%	2517
2025 Q1	$20.9K	Buy	1,340 +4	+0.3%	+$61	﹤0.01%	2175
2024 Q4	$20.8K	Buy	1,336 +706	+112%	+$11.3K	﹤0.01%	2172
2024 Q3	$10.9K	Buy	630 +22	+4%	+$390	﹤0.01%	2411
2024 Q2	$11.4K	Sell	608 -1	-0.2%	-$19	﹤0.01%	2328
2024 Q1	$12.2K	Sell	609 -122	-17%	-$2.47K	﹤0.01%	2240
2023 Q4	$15.4K	Buy	+731	New	+$15.6K	﹤0.01%	2064

Other funds holding WDS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return