SageView Advisory Group’s Woodside Energy WDS Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-54	Closed	-$842	–	2419
2025 Q4	$842	Buy	+54	New	+$859	﹤0.01%	2392

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

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

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

SageView Advisory Group's WDS Position: Q1 2026 in Review

SageView Advisory Group sold out of Woodside Energy (WDS) in Q1 2026, closing a stake of 54 shares — an estimated $842 sold.

SageView Advisory Group first reported a position in WDS in Q4 2025 and held it in 1 quarter. The position peaked at $842 in Q4 2025. 320 funds tracked by Wall St. Rank hold WDS as of Q1 2026.

SageView Advisory Group reported no remaining Woodside Energy position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 54 Woodside Energy shares in Q1 2026, an estimated $842.
SageView Advisory Group first reported a position in Woodside Energy in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Woodside Energy position peaked at $842 in Q4 2025.
320 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.