CPA
WWD icon

Capital Performance Advisors’s Woodward WWD Stock Holding History

Capital Performance 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
Q2 		– Sell
-731
Closed -$262K – 493
2026
Q1 		$262K Buy
+731
New +$263K 0.02% 360
2024
Q4 		– Sell
-239
Closed -$41K – 2728
2024
Q3 		$41K Buy
+239
New +$39.8K 0.01% 404

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

Capital Performance Advisors's WWD Position: Q2 2026 in Review

Capital Performance Advisors sold out of Woodward (WWD) in Q2 2026, closing a stake of 731 shares — an estimated $262K sold.

Capital Performance Advisors first reported a position in WWD in Q3 2024 and held it in 2 quarters. The position peaked at $262K in Q1 2026. 757 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Capital Performance Advisors reported no remaining Woodward position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 731 Woodward shares in Q2 2026, an estimated $262K.
  • Capital Performance Advisors first reported a position in Woodward in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's Woodward position peaked at $262K in Q1 2026.
  • 757 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.