Sunbelt Securities’s Woodside Energy WDS Stock Holding History

Sunbelt Securities’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	$1.33K	Sell	56 -40	-42%	-$778	﹤0.01%	2027
2025 Q4	$1.49K	Hold	96	–	–	﹤0.01%	1955
2025 Q3	$1.44K	Sell	96 -9	-9%	-$148	﹤0.01%	1962
2025 Q2	$1.63K	Buy	105 +9	+9%	+$126	﹤0.01%	1621
2025 Q1	$1.39K	Sell	96 -9	-9%	-$137	﹤0.01%	1618
2024 Q4	$1.6K	Buy	105 +1	+1%	+$16	﹤0.01%	1628
2024 Q3	$1.8K	Buy	104 +12	+13%	+$213	﹤0.01%	1624
2024 Q2	$1.74K	Buy	92 +2	+2%	+$37	﹤0.01%	1565
2024 Q1	$1.79K	Hold	90	–	–	﹤0.01%	1530
2023 Q4	$1.89K	Buy	90 +3	+3%	+$64	﹤0.01%	1474
2023 Q3	$2.02K	Hold	87	–	–	﹤0.01%	1482
2023 Q2	$2.01K	Buy	87 +5	+6%	+$115	﹤0.01%	1448
2023 Q1	$1.86K	Buy	+82	New	+$1.97K	﹤0.01%	1436

Other funds holding WDS

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Zurich, Switzerland $564B 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

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return