Belpointe Asset Management’s Woodward WWD Stock Holding History

Belpointe Asset 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	$308K	Buy	723 +9	+1%	+$3.41K	0.01%	890
2026 Q1	$256K	Sell	714 -49	-6%	-$17.6K	0.01%	918
2025 Q4	$231K	Buy	+763	New	+$210K	0.01%	919
2024 Q1	–	Sell	-4,302	Closed	-$586K	–	845
2023 Q4	$586K	Buy	4,302 +167	+4%	+$21.8K	0.05%	323
2023 Q3	$514K	Hold	4,135	–	–	0.05%	334
2023 Q2	$492K	Sell	4,135 -1,567	-27%	-$166K	0.05%	318
2023 Q1	$555K	Buy	5,702 +110	+2%	+$11.1K	0.03%	522
2022 Q4	$540K	Buy	5,592 +1,202	+27%	+$111K	0.03%	503
2022 Q3	$352K	Buy	4,390 +80	+2%	+$7.55K	0.02%	636
2022 Q2	$399K	Hold	4,310	–	–	0.03%	578
2022 Q1	$538K	Sell	4,310 -101	-2%	-$11.9K	0.03%	521
2021 Q4	$483K	Hold	4,411	–	–	0.03%	533
2021 Q3	$499K	Buy	4,411 +88	+2%	+$10.4K	0.03%	507
2021 Q2	$531K	Buy	4,323 +323	+8%	+$39.8K	0.04%	480
2021 Q1	$483K	Hold	4,000	–	–	0.04%	452
2020 Q4	$486K	Sell	4,000 -10	-0.2%	-$1.01K	0.04%	412
2020 Q3	$321K	Buy	+4,010	New	+$322K	0.04%	415

Other funds holding WWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Belpointe Asset Management's WWD Position: Q2 2026 in Review

Belpointe Asset Management increased its Woodward (WWD) stake by 1.3% in Q2 2026, buying an estimated $3.41K and bringing the position to 723 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #890.

Belpointe Asset Management first reported a position in WWD in Q3 2020 and has held it in 17 quarters since. The position peaked at $586K in Q4 2023. 758 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

Belpointe Asset Management held 723 shares of Woodward worth $308K as of Q2 2026.
Belpointe Asset Management bought 9 Woodward shares in Q2 2026, an estimated $3.41K.
Woodward made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #890 holding.
Belpointe Asset Management first reported a position in Woodward in Q3 2020 and has held it in 17 quarters since.
Belpointe Asset Management's Woodward position peaked at $586K in Q4 2023.
758 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.