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
2026 Q2	$3.94K	Buy	204 +18	+10%	+$401	﹤0.01%	414
2026 Q1	$4.44K	Buy	186 +20	+12%	+$389	﹤0.01%	323
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Principia Wealth Advisory's WDS Position: Q2 2026 in Review

Principia Wealth Advisory increased its Woodside Energy (WDS) stake by 9.7% in Q2 2026, buying an estimated $401 and bringing the position to 204 shares worth $3.94K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Principia Wealth Advisory first reported a position in WDS in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.44K in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

Principia Wealth Advisory held 204 shares of Woodside Energy worth $3.94K as of Q2 2026.
Principia Wealth Advisory bought 18 Woodside Energy shares in Q2 2026, an estimated $401.
Woodside Energy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #414 holding.
Principia Wealth Advisory first reported a position in Woodside Energy in Q2 2025 and has held it in 5 quarters since.
Principia Wealth Advisory's Woodside Energy position peaked at $4.44K in Q1 2026.
306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.