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SHP Wealth Management’s Woodside Energy WDS Stock Holding History

SHP Wealth Management’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 		$3.52K Buy
182
+126
+225% +$2.81K ﹤0.01% 1244
2026
Q1 		$1.34K Buy
+56
New +$1.09K ﹤0.01% 1384

Other funds holding WDS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Fidelity Investments
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
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

SHP Wealth Management's WDS Position: Q2 2026 in Review

SHP Wealth Management increased its Woodside Energy (WDS) stake by 225% in Q2 2026, buying an estimated $2.81K and bringing the position to 182 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

SHP Wealth Management first reported a position in WDS in Q1 2026 and has held it in 2 quarters since. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • SHP Wealth Management held 182 shares of Woodside Energy worth $3.52K as of Q2 2026.
  • SHP Wealth Management bought 126 Woodside Energy shares in Q2 2026, an estimated $2.81K.
  • Woodside Energy made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1244 holding.
  • SHP Wealth Management first reported a position in Woodside Energy in Q1 2026 and has held it in 2 quarters since.
  • 306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.