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Twin Peaks Wealth Advisors’s Woodside Energy WDS Stock Holding History

Twin Peaks Wealth Advisors’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 		$34.8K Buy
+1,458
New +$28.4K 0.01% 525
2025
Q3 		– Sell
-614
Closed -$10.8K – 2122
2025
Q2 		$10.8K Buy
+614
New +$8.59K ﹤0.01% 904

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

Twin Peaks Wealth Advisors's WDS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Woodside Energy (WDS) in Q1 2026: 1,458 shares worth $34.8K. The stake represents 0.01% of the portfolio and ranks #525 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in WDS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in WDS in Q2 2025 and has held it in 2 quarters since. 318 funds tracked by Wall St. Rank hold WDS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 1,458 shares of Woodside Energy worth $34.8K as of Q1 2026.
  • Woodside Energy was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Woodside Energy made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #525 holding.
  • Twin Peaks Wealth Advisors first reported a position in Woodside Energy in Q2 2025 and has held it in 2 quarters since.
  • 318 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.