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Summit Global Investments’s Woodside Energy WDS Stock Holding History

Summit Global Investments’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 		$384K Buy
19,872
+1,059
+6% +$23.6K 0.02% 394
2026
Q1 		$449K Sell
18,813
-3,389
-15% -$65.9K 0.03% 348
2025
Q4 		$346K Sell
22,202
-26,074
-54% -$415K 0.02% 395
2025
Q3 		$727K Buy
48,276
+3,323
+7% +$54.8K 0.04% 244
2025
Q2 		$694K Sell
44,953
-46,979
-51% -$657K 0.04% 259
2025
Q1 		$1.33M Sell
91,932
-248,353
-73% -$3.78M 0.1% 127
2024
Q4 		$5.31M Buy
+340,285
New +$5.46M 0.33% 69

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

Summit Global Investments's WDS Position: Q2 2026 in Review

Summit Global Investments increased its Woodside Energy (WDS) stake by 5.6% in Q2 2026, buying an estimated $23.6K and bringing the position to 19,872 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #394.

Summit Global Investments first reported a position in WDS in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.31M in Q4 2024. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • Summit Global Investments held 19,872 shares of Woodside Energy worth $384K as of Q2 2026.
  • Summit Global Investments bought 1,059 Woodside Energy shares in Q2 2026, an estimated $23.6K.
  • Woodside Energy made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #394 holding.
  • Summit Global Investments first reported a position in Woodside Energy in Q4 2024 and has held it in 7 quarters since.
  • Summit Global Investments's Woodside Energy position peaked at $5.31M in Q4 2024.
  • 306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.