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Caldwell Investment Management’s Woodward WWD Stock Holding History

Caldwell Investment 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
Q2 		– Sell
-3,000
Closed -$1.03M – 66
2026
Q1 		$1.03M Buy
+3,000
New +$1.08M 0.4% 41

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

Caldwell Investment Management's WWD Position: Q2 2026 in Review

Caldwell Investment Management sold out of Woodward (WWD) in Q2 2026, closing a stake of 3,000 shares — an estimated $1.03M sold.

Caldwell Investment Management first reported a position in WWD in Q1 2026 and held it in 1 quarter. The position peaked at $1.03M in Q1 2026. 758 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Caldwell Investment Management reported no remaining Woodward position as of Q2 2026 after selling out during the quarter.
  • Caldwell Investment Management sold 3,000 Woodward shares in Q2 2026, an estimated $1.03M.
  • Caldwell Investment Management first reported a position in Woodward in Q1 2026 and held it in 1 quarter.
  • Caldwell Investment Management's Woodward position peaked at $1.03M in Q1 2026.
  • 758 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.