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Benjamin Edwards Inc’s Woodward WWD Stock Holding History

Benjamin Edwards Inc’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 		– Sell
-1,052
Closed -$377K – 1485
2026
Q1 		$377K Buy
1,052
+52
+5% +$18.7K ﹤0.01% 1087
2025
Q4 		$302K Sell
1,000
-74
-7% -$20.4K ﹤0.01% 1110
2025
Q3 		$271K Buy
1,074
+74
+7% +$18.4K ﹤0.01% 1139
2025
Q2 		$245K Buy
+1,000
New +$205K ﹤0.01% 1056
2024
Q4 		– Sell
-1,217
Closed -$209K – 1146
2024
Q3 		$209K Buy
+1,217
New +$203K ﹤0.01% 1052

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 $3.37T AUM 44.26% 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

Benjamin Edwards Inc's WWD Position: Q2 2026 in Review

Benjamin Edwards Inc sold out of Woodward (WWD) in Q2 2026, closing a stake of 1,052 shares — an estimated $377K sold.

Benjamin Edwards Inc first reported a position in WWD in Q3 2024 and held it in 5 quarters. The position peaked at $377K in Q1 2026. 758 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Benjamin Edwards Inc reported no remaining Woodward position as of Q2 2026 after selling out during the quarter.
  • Benjamin Edwards Inc sold 1,052 Woodward shares in Q2 2026, an estimated $377K.
  • Benjamin Edwards Inc first reported a position in Woodward in Q3 2024 and held it in 5 quarters.
  • Benjamin Edwards Inc's Woodward position peaked at $377K in Q1 2026.
  • 758 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.