AAS
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Avantax Advisory Services’s Woodward WWD Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$805K Buy
3,284
+94
+3% +$19.2K ﹤0.01% 1299
2025
Q1 		$582K Buy
3,190
+369
+13% +$68.2K ﹤0.01% 1411
2024
Q4 		$469K Sell
2,821
-663
-19% -$113K ﹤0.01% 1488
2024
Q3 		$598K Buy
3,484
+95
+3% +$15.8K ﹤0.01% 1299
2024
Q2 		$591K Buy
+3,389
New +$577K ﹤0.01% 1264

Other funds holding WWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's WWD Position: Q2 2025 in Review

Avantax Advisory Services increased its Woodward (WWD) stake by 2.9% in Q2 2025, buying an estimated $19.2K and bringing the position to 3,284 shares worth $805K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Avantax Advisory Services first reported a position in WWD in Q2 2024 and has held it in 5 quarters since. 536 funds tracked by Wall St. Rank hold WWD as of Q2 2025.

  • Avantax Advisory Services held 3,284 shares of Woodward worth $805K as of Q2 2025.
  • Avantax Advisory Services bought 94 Woodward shares in Q2 2025, an estimated $19.2K.
  • Woodward made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1299 holding.
  • Avantax Advisory Services first reported a position in Woodward in Q2 2024 and has held it in 5 quarters since.
  • 536 funds tracked by Wall St. Rank held Woodward as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.