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Avior Wealth Management’s Woodward WWD Stock Holding History

Avior Wealth 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 		$1.61M Buy
3,783
+573
+18% +$217K 0.04% 280
2026
Q1 		$1.15M Buy
3,210
+960
+43% +$346K 0.03% 325
2025
Q4 		$680K Sell
2,250
-1,585
-41% -$436K 0.02% 386
2025
Q3 		$969K Hold
3,835
– – 0.03% 305
2025
Q2 		$940K Buy
3,835
+3,400
+782% +$695K 0.03% 298
2025
Q1 		$79.4K Sell
435
-4,201
-91% -$777K ﹤0.01% 704
2024
Q4 		$772K Sell
4,636
-399
-8% -$68.2K 0.03% 338
2024
Q3 		$864K Buy
5,035
+1,000
+25% +$166K 0.03% 322
2024
Q2 		$704K Sell
4,035
-713
-15% -$121K 0.03% 349
2024
Q1 		$732K Buy
4,748
+948
+25% +$133K 0.03% 357
2023
Q4 		$517K Sell
3,800
-300
-7% -$39.2K 0.03% 340
2023
Q3 		$509K Hold
4,100
– – 0.03% 322
2023
Q2 		$488K Hold
4,100
– – 0.03% 344
2023
Q1 		$399K Hold
4,100
– – 0.03% 406
2022
Q4 		$396K Hold
4,100
– – 0.03% 354
2022
Q3 		$329K Hold
4,100
– – 0.03% 369
2022
Q2 		$379K Buy
4,100
+800
+24% +$83.3K 0.04% 308
2022
Q1 		$412K Sell
3,300
-550
-14% -$64.7K 0.04% 338
2021
Q4 		$421K Hold
3,850
– – 0.03% 352
2021
Q3 		$435K Sell
3,850
-150
-4% -$17.8K 0.04% 337
2021
Q2 		$491K Buy
4,000
+1,600
+67% +$197K 0.05% 299
2021
Q1 		$289K Hold
2,400
– – 0.03% 364
2020
Q4 		$291K Sell
2,400
-400
-14% -$40.6K 0.04% 347
2020
Q3 		$224K Sell
2,800
-500
-15% -$40.2K 0.03% 363
2020
Q2 		$255K Sell
3,300
-400
-11% -$26.1K 0.04% 354
2020
Q1 		$219K Buy
3,700
+560
+18% +$58K 0.04% 327
2019
Q4 		$371K Sell
3,140
-600
-16% -$67.7K 0.06% 276
2019
Q3 		$403K Buy
3,740
+560
+18% +$61.6K 0.07% 250
2019
Q2 		$360K Buy
+3,180
New +$341K 0.06% 261

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 $3.38T AUM 44.17% 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

Avior Wealth Management's WWD Position: Q2 2026 in Review

Avior Wealth Management increased its Woodward (WWD) stake by 18% in Q2 2026, buying an estimated $217K and bringing the position to 3,783 shares worth $1.61M. The position accounts for 0.04% of the portfolio, ranked #280.

Avior Wealth Management first reported a position in WWD in Q2 2019 and has held it in 29 quarters since. 759 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Avior Wealth Management held 3,783 shares of Woodward worth $1.61M as of Q2 2026.
  • Avior Wealth Management bought 573 Woodward shares in Q2 2026, an estimated $217K.
  • Woodward made up 0.04% of Avior Wealth Management's portfolio in Q2 2026, its #280 holding.
  • Avior Wealth Management first reported a position in Woodward in Q2 2019 and has held it in 29 quarters since.
  • 759 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.