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Steward Partners Investment Advisory’s Woodside Energy WDS Stock Holding History

Steward Partners Investment Advisory’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 		$4.8K Sell
201
-102
-34% -$1.98K ﹤0.01% 3812
2025
Q4 		$4.72K Sell
303
-135
-31% -$2.15K ﹤0.01% 3709
2025
Q3 		$6.59K Sell
438
-736
-63% -$12.1K ﹤0.01% 3561
2025
Q2 		$18.1K Hold
1,174
– – ﹤0.01% 2966
2025
Q1 		$17K Sell
1,174
-457
-28% -$6.95K ﹤0.01% 2880
2024
Q4 		$25.4K Buy
1,631
+118
+8% +$1.89K ﹤0.01% 2670
2024
Q3 		$26.1K Buy
1,513
+869
+135% +$15.4K ﹤0.01% 2545
2024
Q2 		$12.1K Sell
644
-659
-51% -$12.3K ﹤0.01% 2741
2024
Q1 		$26K Buy
1,303
+474
+57% +$9.59K ﹤0.01% 2405
2023
Q4 		$17.5K Buy
829
+360
+77% +$7.67K ﹤0.01% 2467
2023
Q3 		$10.9K Sell
469
-191
-29% -$4.65K ﹤0.01% 2563
2023
Q2 		$15.3K Buy
660
+48
+8% +$1.1K ﹤0.01% 2413
2023
Q1 		$13.7K Sell
612
-303
-33% -$7.28K ﹤0.01% 2422
2022
Q4 		$22.2K Buy
915
+175
+24% +$4.15K ﹤0.01% 2196
2022
Q3 		$15K Sell
740
-4,127
-85% -$91K ﹤0.01% 2364
2022
Q2 		$105K Buy
+4,867
New +$110K ﹤0.01% 1465

Other funds holding WDS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Steward Partners Investment Advisory's WDS Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its Woodside Energy (WDS) stake by 34% in Q1 2026, selling an estimated $1.98K and leaving 201 shares worth $4.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3812.

Steward Partners Investment Advisory first reported a position in WDS in Q2 2022 and has held it in 16 quarters since. The position peaked at $105K in Q2 2022. 318 funds tracked by Wall St. Rank hold WDS as of Q1 2026.

  • Steward Partners Investment Advisory held 201 shares of Woodside Energy worth $4.8K as of Q1 2026.
  • Steward Partners Investment Advisory sold 102 Woodside Energy shares in Q1 2026, an estimated $1.98K.
  • Woodside Energy made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3812 holding.
  • Steward Partners Investment Advisory first reported a position in Woodside Energy in Q2 2022 and has held it in 16 quarters since.
  • Steward Partners Investment Advisory's Woodside Energy position peaked at $105K in Q2 2022.
  • 318 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.