Spire Wealth Management’s Woodside Energy WDS Stock Holding History

Spire 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	$1.26K	Sell	65 -1	-2%	-$22	﹤0.01%	2097
2026 Q1	$1.58K	Hold	66	–	–	﹤0.01%	2079
2025 Q4	$1.03K	Hold	66	–	–	﹤0.01%	2191
2025 Q3	$993	Hold	66	–	–	﹤0.01%	2274
2025 Q2	$1.02K	Hold	66	–	–	﹤0.01%	2278
2025 Q1	$956	Hold	66	–	–	﹤0.01%	2397
2024 Q4	$1.03K	Buy	+66	New	+$1.06K	﹤0.01%	2366

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

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

Spire Wealth Management reduced its Woodside Energy (WDS) stake by 1.5% in Q2 2026, selling an estimated $22 and leaving 65 shares worth $1.26K. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

Spire Wealth Management first reported a position in WDS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.58K in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

Spire Wealth Management held 65 shares of Woodside Energy worth $1.26K as of Q2 2026.
Spire Wealth Management sold 1 Woodside Energy share in Q2 2026, an estimated $22.
Woodside Energy made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2097 holding.
Spire Wealth Management first reported a position in Woodside Energy in Q4 2024 and has held it in 7 quarters since.
Spire Wealth Management's Woodside Energy position peaked at $1.58K in Q1 2026.
306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.