BHPW
WWD icon

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
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 $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