Sequoia Financial Advisors’s Woodside Energy WDS Stock Holding History

Sequoia Financial Advisors’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	$1.2M	Buy	62,187 +2,296	+4%	+$51.2K	0.01%	859
2026 Q1	$1.43M	Buy	59,891 +3,554	+6%	+$69.1K	0.01%	742
2025 Q4	$878K	Buy	56,337 +494	+0.9%	+$7.86K	﹤0.01%	957
2025 Q3	$840K	Buy	55,843 +4,880	+10%	+$80.4K	0.01%	870
2025 Q2	$786K	Buy	50,963 +38,083	+296%	+$533K	0.01%	792
2025 Q1	$187K	Sell	12,880 -6,890	-35%	-$105K	﹤0.01%	1279
2024 Q4	$308K	Buy	19,770 +4,666	+31%	+$74.8K	﹤0.01%	1014
2024 Q3	$260K	Buy	15,104 +67	+0.4%	+$1.19K	﹤0.01%	1039
2024 Q2	$283K	Buy	15,037 +2,879	+24%	+$53.6K	﹤0.01%	916
2024 Q1	$243K	Sell	12,158 -417	-3%	-$8.44K	﹤0.01%	957
2023 Q4	$265K	Sell	12,575 -2,604	-17%	-$55.4K	﹤0.01%	981
2023 Q3	$354K	Sell	15,179 -154	-1%	-$3.75K	0.01%	624
2023 Q2	$356K	Buy	15,333 +1,709	+13%	+$39.1K	0.01%	636
2023 Q1	$306K	Sell	13,624 -1,350	-9%	-$32.4K	0.01%	620
2022 Q4	$363K	Buy	+14,974	New	+$355K	0.01%	528
2022 Q3	–	Sell	-11,280	Closed	-$243K	–	594
2022 Q2	$243K	Buy	+11,280	New	+$256K	0.01%	497

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

Sequoia Financial Advisors's WDS Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Woodside Energy (WDS) stake by 3.8% in Q2 2026, buying an estimated $51.2K and bringing the position to 62,187 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #859.

Sequoia Financial Advisors first reported a position in WDS in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.43M in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

Sequoia Financial Advisors held 62,187 shares of Woodside Energy worth $1.2M as of Q2 2026.
Sequoia Financial Advisors bought 2,296 Woodside Energy shares in Q2 2026, an estimated $51.2K.
Woodside Energy made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #859 holding.
Sequoia Financial Advisors first reported a position in Woodside Energy in Q2 2022 and has held it in 16 quarters since.
Sequoia Financial Advisors's Woodside Energy position peaked at $1.43M in Q1 2026.
306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.