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Retirement Wealth Solutions’s Woodside Energy WDS Stock Holding History

Retirement Wealth Solutions’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 		– Sell
-22
Closed -$526 – 848
2026
Q1 		$526 Buy
+22
New +$428 ﹤0.01% 721

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PL
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QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
S
Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Retirement Wealth Solutions's WDS Position: Q2 2026 in Review

Retirement Wealth Solutions sold out of Woodside Energy (WDS) in Q2 2026, closing a stake of 22 shares — an estimated $526 sold.

Retirement Wealth Solutions first reported a position in WDS in Q1 2026 and held it in 1 quarter. The position peaked at $526 in Q1 2026. 41 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • Retirement Wealth Solutions reported no remaining Woodside Energy position as of Q2 2026 after selling out during the quarter.
  • Retirement Wealth Solutions sold 22 Woodside Energy shares in Q2 2026, an estimated $526.
  • Retirement Wealth Solutions first reported a position in Woodside Energy in Q1 2026 and held it in 1 quarter.
  • Retirement Wealth Solutions's Woodside Energy position peaked at $526 in Q1 2026.
  • 41 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.