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WWD icon

Allworth Financial’s Woodward WWD Stock Holding History

Allworth Financial’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 		$325K Sell
763
-159
-17% -$60.3K ﹤0.01% 1220
2026
Q1 		$330K Buy
922
+493
+115% +$178K ﹤0.01% 1144
2025
Q4 		$130K Sell
429
-34
-7% -$9.36K ﹤0.01% 1590
2025
Q3 		$117K Buy
463
+101
+28% +$25.1K ﹤0.01% 1596
2025
Q2 		$88.7K Buy
362
+8
+2% +$1.64K ﹤0.01% 1614
2025
Q1 		$64.1K Sell
354
-20
-5% -$3.7K ﹤0.01% 1443
2024
Q4 		$70.9K Sell
374
-62
-14% -$10.6K ﹤0.01% 1415
2024
Q3 		$74.8K Sell
436
-60
-12% -$9.99K ﹤0.01% 1217
2024
Q2 		$87.6K Buy
496
+249
+101% +$42.4K ﹤0.01% 1125
2024
Q1 		$38.1K Buy
247
+189
+326% +$26.6K ﹤0.01% 1417
2023
Q4 		$7.9K Sell
58
-10
-15% -$1.31K ﹤0.01% 2081
2023
Q3 		$8.45K Sell
68
-3
-4% -$374 ﹤0.01% 1902
2023
Q2 		$8.44K Sell
71
-57
-45% -$6.04K ﹤0.01% 1912
2023
Q1 		$12.5K Buy
128
+98
+327% +$9.86K ﹤0.01% 1717
2022
Q4 		$2.9K Buy
30
+27
+900% +$2.5K ﹤0.01% 2099
2022
Q3 		$0 Hold
3
– – ﹤0.01% 3153
2022
Q2 		$0 Sell
3
-2
-40% -$208 ﹤0.01% 2867
2022
Q1 		$1K Buy
+5
New +$588 ﹤0.01% 2036
2021
Q4 		– Sell
-120
Closed -$14K – 2140
2021
Q3 		$14K Buy
+120
New +$14.3K ﹤0.01% 1164

Other funds holding WWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Allworth Financial's WWD Position: Q2 2026 in Review

Allworth Financial reduced its Woodward (WWD) stake by 17% in Q2 2026, selling an estimated $60.3K and leaving 763 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1220.

Allworth Financial first reported a position in WWD in Q3 2021 and has held it in 19 quarters since. The position peaked at $330K in Q1 2026. 755 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Allworth Financial held 763 shares of Woodward worth $325K as of Q2 2026.
  • Allworth Financial sold 159 Woodward shares in Q2 2026, an estimated $60.3K.
  • Woodward made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1220 holding.
  • Allworth Financial first reported a position in Woodward in Q3 2021 and has held it in 19 quarters since.
  • Allworth Financial's Woodward position peaked at $330K in Q1 2026.
  • 755 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.