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Caerus Investment Advisors’s Woodward WWD Stock Holding History

Caerus Investment Advisors’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 		$279K Buy
779
+25
+3% +$9K 0.12% 184
2025
Q4 		$228K Buy
+754
New +$207K 0.07% 285

Other funds holding WWD

BlackRock
BlackRock New York $5.72T 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 $62.3B AUM 26.25% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Caerus Investment Advisors's WWD Position: Q1 2026 in Review

Caerus Investment Advisors increased its Woodward (WWD) stake by 3.3% in Q1 2026, buying an estimated $9K and bringing the position to 779 shares worth $279K. The position accounts for 0.12% of the portfolio, ranked #184.

Caerus Investment Advisors first reported a position in WWD in Q4 2025 and has held it in 2 quarters since. 732 funds tracked by Wall St. Rank hold WWD as of Q1 2026.

  • Caerus Investment Advisors held 779 shares of Woodward worth $279K as of Q1 2026.
  • Caerus Investment Advisors bought 25 Woodward shares in Q1 2026, an estimated $9K.
  • Woodward made up 0.12% of Caerus Investment Advisors's portfolio in Q1 2026, its #184 holding.
  • Caerus Investment Advisors first reported a position in Woodward in Q4 2025 and has held it in 2 quarters since.
  • 732 funds tracked by Wall St. Rank held Woodward as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.