Retirement Wealth Solutions
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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
Q3 		$89 Buy
+4
New +$90 ﹤0.01% 886
2026
Q2 		– Sell
-22
Closed -$526 – 848
2026
Q1 		$526 Buy
+22
New +$428 ﹤0.01% 721

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JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Retirement Wealth Solutions's WDS Position: Q3 2026 in Review

Retirement Wealth Solutions opened a new position in Woodside Energy (WDS) in Q3 2026: 4 shares worth $89. The stake represents ﹤0.01% of the portfolio and ranks #886 among its holdings. This is a return to the name: Retirement Wealth Solutions previously reported a position in WDS as recently as Q1 2026.

Retirement Wealth Solutions first reported a position in WDS in Q1 2026 and has held it in 2 quarters since. The position peaked at $526 in Q1 2026. 225 funds tracked by Wall St. Rank hold WDS as of Q3 2026.

  • Retirement Wealth Solutions held 4 shares of Woodside Energy worth $89 as of Q3 2026.
  • Woodside Energy was a new Retirement Wealth Solutions position in Q3 2026.
  • Woodside Energy made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #886 holding.
  • Retirement Wealth Solutions first reported a position in Woodside Energy in Q1 2026 and has held it in 2 quarters since.
  • Retirement Wealth Solutions's Woodside Energy position peaked at $526 in Q1 2026.
  • 225 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.