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 Q2	$71.3K	Sell	3,690 -36,810	-91%	-$820K	0.01%	505
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 $1.89T 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

Summit Securities Group's WDS Position: Q2 2026 in Review

Summit Securities Group reduced its Woodside Energy (WDS) stake by 91% in Q2 2026, selling an estimated $820K and leaving 3,690 shares worth $71.3K. The position accounts for 0.01% of the portfolio, ranked #505.

Summit Securities Group first reported a position in WDS in Q2 2022 and has held it in 11 quarters since. The position peaked at $967K in Q1 2026. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

Summit Securities Group held 3,690 shares of Woodside Energy worth $71.3K as of Q2 2026.
Summit Securities Group sold 36,810 Woodside Energy shares in Q2 2026, an estimated $820K.
Woodside Energy made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #505 holding.
Summit Securities Group first reported a position in Woodside Energy in Q2 2022 and has held it in 11 quarters since.
Summit Securities Group's Woodside Energy position peaked at $967K in Q1 2026.
306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

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