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Principia Wealth Advisory’s Woodside Energy WDS Stock Holding History

Principia Wealth Advisory’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 		$2.59K Sell
166
-15
-8% -$239 ﹤0.01% 386
2025
Q3 		$2.72K Buy
181
+128
+242% +$2.11K ﹤0.01% 383
2025
Q2 		$818 Buy
+53
New +$742 ﹤0.01% 625

Other funds holding WDS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
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
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

Principia Wealth Advisory's WDS Position: Q4 2025 in Review

Principia Wealth Advisory reduced its Woodside Energy (WDS) stake by 8.3% in Q4 2025, selling an estimated $239 and leaving 166 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Principia Wealth Advisory first reported a position in WDS in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.72K in Q3 2025. 279 funds tracked by Wall St. Rank hold WDS as of Q4 2025.

  • Principia Wealth Advisory held 166 shares of Woodside Energy worth $2.59K as of Q4 2025.
  • Principia Wealth Advisory sold 15 Woodside Energy shares in Q4 2025, an estimated $239.
  • Woodside Energy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #386 holding.
  • Principia Wealth Advisory first reported a position in Woodside Energy in Q2 2025 and has held it in 3 quarters since.
  • Principia Wealth Advisory's Woodside Energy position peaked at $2.72K in Q3 2025.
  • 279 funds tracked by Wall St. Rank held Woodside Energy as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.