AE Wealth Management’s Woodward WWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.06M | Buy |
2,972
+695
| +31% | +$250K | 0.01% | 822 |
|
|
2025
Q4 | $688K | Buy |
2,277
+159
| +8% | +$43.8K | ﹤0.01% | 927 |
|
|
2025
Q3 | $535K | Sell |
2,118
-508
| -19% | -$126K | ﹤0.01% | 950 |
|
|
2025
Q2 | $644K | Buy |
2,626
+43
| +2% | +$8.8K | ﹤0.01% | 836 |
|
|
2025
Q1 | $471K | Sell |
2,583
-27
| -1% | -$4.99K | ﹤0.01% | 938 |
|
|
2024
Q4 | $434K | Buy |
2,610
+395
| +18% | +$67.5K | ﹤0.01% | 948 |
|
|
2024
Q3 | $380K | Sell |
2,215
-2,431
| -52% | -$405K | ﹤0.01% | 959 |
|
|
2024
Q2 | $810K | Buy |
4,646
+1,732
| +59% | +$295K | 0.01% | 758 |
|
|
2024
Q1 | $449K | Sell |
2,914
-5,186
| -64% | -$730K | 0.01% | 850 |
|
|
2023
Q4 | $1.13M | Buy |
8,100
+1,180
| +17% | +$154K | 0.01% | 1114 |
|
|
2023
Q3 | $860K | Buy |
6,920
+967
| +16% | +$121K | 0.01% | 1159 |
|
|
2023
Q2 | $708K | Sell |
5,953
-221
| -4% | -$23.4K | ﹤0.01% | 1231 |
|
|
2023
Q1 | $601K | Sell |
6,174
-4
| -0.1% | -$402 | ﹤0.01% | 1253 |
|
|
2022
Q4 | $597K | Buy |
6,178
+740
| +14% | +$68.4K | ﹤0.01% | 1206 |
|
|
2022
Q3 | $436K | Buy |
5,438
+1,602
| +42% | +$151K | ﹤0.01% | 1327 |
|
|
2022
Q2 | $355K | Sell |
3,836
-986
| -20% | -$103K | ﹤0.01% | 1366 |
|
|
2022
Q1 | $602K | Sell |
4,822
-125
| -3% | -$14.7K | ﹤0.01% | 1140 |
|
|
2021
Q4 | $542K | Buy |
4,947
+3
| +0.1% | +$337 | ﹤0.01% | 1226 |
|
|
2021
Q3 | $560K | Buy |
4,944
+45
| +0.9% | +$5.34K | ﹤0.01% | 1131 |
|
|
2021
Q2 | $602K | Sell |
4,899
-435
| -8% | -$53.5K | 0.01% | 1075 |
|
|
2021
Q1 | $643K | Sell |
5,334
-348
| -6% | -$41.5K | 0.01% | 919 |
|
|
2020
Q4 | $691K | Buy |
5,682
+1,245
| +28% | +$126K | 0.01% | 849 |
|
|
2020
Q3 | $356K | Buy |
4,437
+75
| +2% | +$6.03K | 0.01% | 980 |
|
|
2020
Q2 | $338K | Buy |
4,362
+137
| +3% | +$8.95K | 0.01% | 986 |
|
|
2020
Q1 | $251K | Sell |
4,225
-92
| -2% | -$9.53K | 0.01% | 934 |
|
|
2019
Q4 | $511K | Sell |
4,317
-27
| -0.6% | -$3.05K | 0.01% | 732 |
|
|
2019
Q3 | $468K | Buy |
4,344
+1,126
| +35% | +$124K | 0.01% | 634 |
|
|
2019
Q2 | $364K | Sell |
3,218
-25
| -0.8% | -$2.68K | 0.01% | 685 |
|
|
2019
Q1 | $308K | Sell |
3,243
-95
| -3% | -$8.4K | 0.02% | 456 |
|
|
2018
Q4 | $248K | Sell |
3,338
-93
| -3% | -$7.18K | 0.04% | 394 |
|
|
2018
Q3 | $277K | Buy |
+3,431
| New | +$276K | 0.02% | 471 |
|
Other funds holding WWD
VCM
VPM
AE Wealth Management's WWD Position: Q1 2026 in Review
AE Wealth Management increased its Woodward (WWD) stake by 31% in Q1 2026, buying an estimated $250K and bringing the position to 2,972 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #822.
AE Wealth Management first reported a position in WWD in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.13M in Q4 2023. 731 funds tracked by Wall St. Rank hold WWD as of Q1 2026.
- AE Wealth Management held 2,972 shares of Woodward worth $1.06M as of Q1 2026.
- AE Wealth Management bought 695 Woodward shares in Q1 2026, an estimated $250K.
- Woodward made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #822 holding.
- AE Wealth Management first reported a position in Woodward in Q3 2018 and has held it in 31 quarters since.
- AE Wealth Management's Woodward position peaked at $1.13M in Q4 2023.
- 731 funds tracked by Wall St. Rank held Woodward as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.