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Agate Pass Investment Management’s Woodward WWD Stock Holding History

Agate Pass Investment Management’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
Q2 		$1.23M Sell
2,890
-335
-10% -$127K 0.45% 57
2026
Q1 		$1.15M Sell
3,225
-90
-3% -$32.4K 0.45% 59
2025
Q4 		$1M Sell
3,315
-65
-2% -$17.9K 0.37% 61
2025
Q3 		$854K Sell
3,380
-1,933
-36% -$480K 0.33% 71
2025
Q2 		$1.3M Sell
5,313
-360
-6% -$73.6K 0.53% 56
2025
Q1 		$1.04M Sell
5,673
-870
-13% -$161K 0.44% 64
2024
Q4 		$1.09M Buy
6,543
+45
+0.7% +$7.69K 0.49% 57
2024
Q3 		$1.11M Sell
6,498
-140
-2% -$23.3K 0.56% 54
2024
Q2 		$1.16M Sell
6,638
-300
-4% -$51K 0.62% 49
2024
Q1 		$1.07M Buy
6,938
+15
+0.2% +$2.11K 0.57% 51
2023
Q4 		$942K Sell
6,923
-330
-5% -$43.1K 0.55% 53
2023
Q3 		$901K Sell
7,253
-275
-4% -$34.3K 0.61% 49
2023
Q2 		$895K Buy
7,528
+285
+4% +$30.2K 0.54% 51
2023
Q1 		$705K Sell
7,243
-2,137
-23% -$215K 0.46% 55
2022
Q4 		$906K Buy
9,380
+50
+0.5% +$4.62K 0.64% 45
2022
Q3 		$749K Sell
9,330
-555
-6% -$52.4K 0.57% 49
2022
Q2 		$914K Sell
9,885
-300
-3% -$31.2K 0.64% 45
2022
Q1 		$1.27M Buy
10,185
+378
+4% +$44.4K 0.79% 40
2021
Q4 		$1.07M Buy
+9,807
New +$1.1M 0.67% 43

Other funds holding WWD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Agate Pass Investment Management's WWD Position: Q2 2026 in Review

Agate Pass Investment Management reduced its Woodward (WWD) stake by 10% in Q2 2026, selling an estimated $127K and leaving 2,890 shares worth $1.23M. The position accounts for 0.45% of the portfolio, ranked #57.

Agate Pass Investment Management first reported a position in WWD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.3M in Q2 2025. 123 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Agate Pass Investment Management held 2,890 shares of Woodward worth $1.23M as of Q2 2026.
  • Agate Pass Investment Management sold 335 Woodward shares in Q2 2026, an estimated $127K.
  • Woodward made up 0.45% of Agate Pass Investment Management's portfolio in Q2 2026, its #57 holding.
  • Agate Pass Investment Management first reported a position in Woodward in Q4 2021 and has held it in 19 quarters since.
  • Agate Pass Investment Management's Woodward position peaked at $1.3M in Q2 2025.
  • 123 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.