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Rothschild Investment LLC’s Woodside Energy WDS Stock Holding History

Rothschild Investment LLC’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 		$50.8K Buy
2,630
+452
+21% +$10.1K ﹤0.01% 1245
2026
Q1 		$52K Buy
2,178
+336
+18% +$6.53K ﹤0.01% 1104
2025
Q4 		$28.7K Buy
1,842
+10
+0.5% +$159 ﹤0.01% 1200
2025
Q3 		$27.6K Sell
1,832
-241
-12% -$3.97K ﹤0.01% 1160
2025
Q2 		$32K Buy
2,073
+1,201
+138% +$16.8K ﹤0.01% 894
2025
Q1 		$12.6K Sell
872
-653
-43% -$9.94K ﹤0.01% 1119
2024
Q4 		$23.8K Sell
1,525
-1,307
-46% -$21K ﹤0.01% 958
2024
Q3 		$48.8K Buy
2,832
+1,285
+83% +$22.8K ﹤0.01% 777
2024
Q2 		$29.1K Buy
1,547
+126
+9% +$2.34K ﹤0.01% 888
2024
Q1 		$28.4K Buy
1,421
+1,270
+841% +$25.7K ﹤0.01% 843
2023
Q4 		$3.19K Buy
+151
New +$3.21K ﹤0.01% 1115

Other funds holding WDS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Rothschild Investment LLC's WDS Position: Q2 2026 in Review

Rothschild Investment LLC increased its Woodside Energy (WDS) stake by 21% in Q2 2026, buying an estimated $10.1K and bringing the position to 2,630 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Rothschild Investment LLC first reported a position in WDS in Q4 2023 and has held it in 11 quarters since. The position peaked at $52K in Q1 2026. 252 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • Rothschild Investment LLC held 2,630 shares of Woodside Energy worth $50.8K as of Q2 2026.
  • Rothschild Investment LLC bought 452 Woodside Energy shares in Q2 2026, an estimated $10.1K.
  • Woodside Energy made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1245 holding.
  • Rothschild Investment LLC first reported a position in Woodside Energy in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Woodside Energy position peaked at $52K in Q1 2026.
  • 252 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.