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 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 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

United Capital Financial Advisors's WDS Position: Q1 2026 in Review

United Capital Financial Advisors increased its Woodside Energy (WDS) stake by 10% in Q1 2026, buying an estimated $26.5K and bringing the position to 15,082 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1240.

United Capital Financial Advisors first reported a position in WDS in Q4 2023 and has held it in 9 quarters since. 318 funds tracked by Wall St. Rank hold WDS as of Q1 2026.

United Capital Financial Advisors held 15,082 shares of Woodside Energy worth $360K as of Q1 2026.
United Capital Financial Advisors bought 1,365 Woodside Energy shares in Q1 2026, an estimated $26.5K.
Woodside Energy made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1240 holding.
United Capital Financial Advisors first reported a position in Woodside Energy in Q4 2023 and has held it in 9 quarters since.
318 funds tracked by Wall St. Rank held Woodside Energy as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.