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Atria Investments’s Woodward WWD Stock Holding History

Atria Investments’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
Q1 		$1.08M Sell
3,005
-347
-10% -$125K 0.01% 1015
2025
Q4 		$1.01M Sell
3,352
-58
-2% -$16K 0.01% 1054
2025
Q3 		$862K Sell
3,410
-387
-10% -$96.2K 0.01% 1125
2025
Q2 		$931K Buy
3,797
+880
+30% +$180K 0.01% 1074
2025
Q1 		$532K Sell
2,917
-1,019
-26% -$188K 0.01% 1325
2024
Q4 		$655K Buy
3,936
+256
+7% +$43.7K 0.01% 1197
2024
Q3 		$631K Sell
3,680
-31
-0.8% -$5.16K 0.01% 1217
2024
Q2 		$647K Buy
+3,711
New +$631K 0.01% 1175
2020
Q1 		– Sell
-2,232
Closed -$264K – 1211
2019
Q4 		$264K Buy
+2,232
New +$252K 0.01% 1024

Other funds holding WWD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return