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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
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

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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