Capstone Investment Advisors’s Woodward WWD Stock Holding History

Capstone 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	$1.15M	Buy	+3,210	New	+$1.16M	﹤0.01%	815
2025 Q4	–	Sell	-1,722	Closed	-$435K	–	2109
2025 Q3	$435K	Sell	1,722 -491	-22%	-$122K	﹤0.01%	1473
2025 Q2	$542K	Buy	+2,213	New	+$453K	﹤0.01%	1113
2023 Q4	–	Sell	-5,544	Closed	-$689K	–	2448
2023 Q3	$689K	Buy	+5,544	New	+$692K	﹤0.01%	1155
2017 Q1	–	Sell	-28,700	Closed	-$1.98M	–	1149
2016 Q4	$1.98M	Buy	+28,700	New	+$1.86M	0.06%	280

Other funds holding WWD

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) New York $29.8B AUM 12.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Capstone Investment Advisors opened a new position in Woodward (WWD) in Q1 2026: 3,210 shares worth $1.15M. The stake represents ﹤0.01% of the portfolio and ranks #815 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in WWD as recently as Q3 2025.

Capstone Investment Advisors first reported a position in WWD in Q4 2016 and has held it in 5 quarters since. The position peaked at $1.98M in Q4 2016. 731 funds tracked by Wall St. Rank hold WWD as of Q1 2026.

Capstone Investment Advisors held 3,210 shares of Woodward worth $1.15M as of Q1 2026.
Woodward was a new Capstone Investment Advisors position in Q1 2026.
Woodward made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #815 holding.
Capstone Investment Advisors first reported a position in Woodward in Q4 2016 and has held it in 5 quarters since.
Capstone Investment Advisors's Woodward position peaked at $1.98M in Q4 2016.
731 funds tracked by Wall St. Rank held Woodward as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.