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United Capital Financial Advisors’s Woodside Energy WDS Stock Holding History

United Capital Financial 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
Q2 		$384K Buy
19,873
+4,791
+32% +$107K ﹤0.01% 1257
2026
Q1 		$360K Buy
15,082
+1,365
+10% +$26.5K ﹤0.01% 1240
2025
Q4 		$214K Buy
13,717
+585
+4% +$9.3K ﹤0.01% 1304
2025
Q3 		$198K Buy
13,132
+1,885
+17% +$31.1K ﹤0.01% 1170
2025
Q2 		$174K Buy
+11,247
New +$157K ﹤0.01% 1069
2025
Q1 		– Sell
-17,675
Closed -$276K – 1113
2024
Q4 		$276K Buy
17,675
+2,587
+17% +$41.5K ﹤0.01% 909
2024
Q3 		$260K Sell
15,088
-654
-4% -$11.6K ﹤0.01% 922
2024
Q2 		$296K Buy
15,742
+4,254
+37% +$79.2K ﹤0.01% 858
2024
Q1 		$229K Buy
11,488
+450
+4% +$9.11K ﹤0.01% 970
2023
Q4 		$233K Buy
+11,038
New +$235K ﹤0.01% 955

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

United Capital Financial Advisors's WDS Position: Q2 2026 in Review

United Capital Financial Advisors increased its Woodside Energy (WDS) stake by 32% in Q2 2026, buying an estimated $107K and bringing the position to 19,873 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

United Capital Financial Advisors first reported a position in WDS in Q4 2023 and has held it in 10 quarters since. 306 funds tracked by Wall St. Rank hold WDS as of Q2 2026.

  • United Capital Financial Advisors held 19,873 shares of Woodside Energy worth $384K as of Q2 2026.
  • United Capital Financial Advisors bought 4,791 Woodside Energy shares in Q2 2026, an estimated $107K.
  • Woodside Energy made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1257 holding.
  • United Capital Financial Advisors first reported a position in Woodside Energy in Q4 2023 and has held it in 10 quarters since.
  • 306 funds tracked by Wall St. Rank held Woodside Energy as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.