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Beverly Hills Private Wealth’s Woodward WWD Stock Holding History

Beverly Hills Private Wealth’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 		$434K Sell
1,019
-1,473
-59% -$559K 0.08% 162
2026
Q1 		$892K Sell
2,492
-126
-5% -$45.4K 0.15% 132
2025
Q4 		$791K Buy
2,618
+19
+0.7% +$5.23K 0.14% 138
2025
Q3 		$657K Sell
2,599
-139
-5% -$34.5K 0.12% 155
2025
Q2 		$671K Sell
2,738
-228
-8% -$46.6K 0.13% 147
2025
Q1 		$541K Buy
2,966
+103
+4% +$19K 0.11% 164
2024
Q4 		$476K Sell
2,863
-310
-10% -$53K 0.1% 179
2024
Q3 		$544K Sell
3,173
-523
-14% -$87.1K 0.11% 174
2024
Q2 		$645K Sell
3,696
-226
-6% -$38.5K 0.14% 154
2024
Q1 		$604K Sell
3,922
-290
-7% -$40.8K 0.14% 159
2023
Q4 		$573K Sell
4,212
-372
-8% -$48.6K 0.15% 147
2023
Q3 		$570K Sell
4,584
-4,658
-50% -$581K 0.17% 135
2023
Q2 		$1.16M Buy
9,242
+4,737
+105% +$502K 0.19% 119
2023
Q1 		$439K Buy
4,505
+797
+21% +$80.2K 0.14% 164
2022
Q4 		$358K Buy
+3,708
New +$343K 0.16% 147

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

Beverly Hills Private Wealth's WWD Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Woodward (WWD) stake by 59% in Q2 2026, selling an estimated $559K and leaving 1,019 shares worth $434K. The position accounts for 0.08% of the portfolio, ranked #162.

Beverly Hills Private Wealth first reported a position in WWD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.16M in Q2 2023. 757 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Beverly Hills Private Wealth held 1,019 shares of Woodward worth $434K as of Q2 2026.
  • Beverly Hills Private Wealth sold 1,473 Woodward shares in Q2 2026, an estimated $559K.
  • Woodward made up 0.08% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #162 holding.
  • Beverly Hills Private Wealth first reported a position in Woodward in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Woodward position peaked at $1.16M in Q2 2023.
  • 757 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.