Root Financial Partners’s Woodside Energy WDS Stock Holding History

Root Financial Partners’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	-163	Closed	-$3.89K	–	3153
2026 Q1	$3.89K	Buy	163 +75	+85%	+$1.46K	﹤0.01%	2046
2025 Q4	$1.37K	Buy	88 +24	+38%	+$382	﹤0.01%	2052
2025 Q3	$963	Buy	+64	New	+$1.05K	﹤0.01%	2063

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

Root Financial Partners's WDS Position: Q2 2026 in Review

Root Financial Partners sold out of Woodside Energy (WDS) in Q2 2026, closing a stake of 163 shares — an estimated $3.89K sold.

Root Financial Partners first reported a position in WDS in Q3 2025 and held it in 3 quarters. The position peaked at $3.89K in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

Root Financial Partners reported no remaining Woodside Energy position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 163 Woodside Energy shares in Q2 2026, an estimated $3.89K.
Root Financial Partners first reported a position in Woodside Energy in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Woodside Energy position peaked at $3.89K in Q1 2026.
306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.