Summit Securities Group’s Woodside Energy WDS Stock Holding History

Summit Securities Group’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	$967K	Buy	40,500 +30,500	+305%	+$593K	0.12%	96
2025 Q4	$156K	Hold	10,000	–	–	0.02%	380
2025 Q3	$151K	Buy	+10,000	New	+$165K	0.03%	308
2024 Q1	–	Sell	-549	Closed	-$12K	–	937
2023 Q4	$12K	Hold	549	–	–	﹤0.01%	512
2023 Q3	$13K	Sell	549 -36	-6%	-$877	﹤0.01%	402
2023 Q2	$14K	Hold	585	–	–	﹤0.01%	729
2023 Q1	$13K	Sell	585 -1,012	-63%	-$24.3K	﹤0.01%	674
2022 Q4	$39K	Sell	1,597 -36	-2%	-$854	﹤0.01%	770
2022 Q3	$33K	Sell	1,633 -644	-28%	-$14.2K	﹤0.01%	670
2022 Q2	$49K	Buy	+2,277	New	+$51.6K	0.01%	551

Other funds holding WDS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

Summit Securities Group's WDS Position: Q1 2026 in Review

Summit Securities Group increased its Woodside Energy (WDS) stake by 305% in Q1 2026, buying an estimated $593K and bringing the position to 40,500 shares worth $967K. The position accounts for 0.12% of the portfolio, ranked #96.

Summit Securities Group first reported a position in WDS in Q2 2022 and has held it in 10 quarters since. 318 funds tracked by Wall St. Rank hold WDS as of Q1 2026.

Summit Securities Group held 40,500 shares of Woodside Energy worth $967K as of Q1 2026.
Summit Securities Group bought 30,500 Woodside Energy shares in Q1 2026, an estimated $593K.
Woodside Energy made up 0.12% of Summit Securities Group's portfolio in Q1 2026, its #96 holding.
Summit Securities Group first reported a position in Woodside Energy in Q2 2022 and has held it in 10 quarters since.
318 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.