STACKSTONE WEALTH, LLC’s Woodward WWD Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio WWD Stock Details WWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.63M	Buy	+4,953	New	+$1.8M	0.16%	151

Other funds holding WWD

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

MCG

McCollum Christoferson Group Amherst, New York $343M AUM 13.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

STACKSTONE WEALTH, LLC's WWD Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Woodward (WWD) in Q3 2026: 4,953 shares worth $1.63M. The stake represents 0.16% of the portfolio and ranks #151 among its holdings.

81 funds tracked by Wall St. Rank hold WWD as of Q3 2026.

STACKSTONE WEALTH, LLC held 4,953 shares of Woodward worth $1.63M as of Q3 2026.
Woodward was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Woodward made up 0.16% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #151 holding.
81 funds tracked by Wall St. Rank held Woodward as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.