CA
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Clearstead Advisors’s Woodward WWD Stock Holding History

Clearstead 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 		$5.37K Sell
15
-238
-94% -$85.7K ﹤0.01% 1725
2025
Q4 		$76.5K Sell
253
-136
-35% -$37.4K ﹤0.01% 1214
2025
Q3 		$98.3K Buy
389
+33
+9% +$8.2K ﹤0.01% 1061
2025
Q2 		$87.3K Buy
356
+285
+401% +$58.3K ﹤0.01% 1106
2025
Q1 		$13K Buy
71
+9
+15% +$1.66K ﹤0.01% 1544
2024
Q4 		$10.3K Sell
62
-22
-26% -$3.76K ﹤0.01% 1560
2024
Q3 		$14.4K Sell
84
-34
-29% -$5.66K ﹤0.01% 1509
2024
Q2 		$20.6K Buy
+118
New +$20.1K ﹤0.01% 1373
2021
Q4 		– Sell
-103
Closed -$12K – 1447
2021
Q3 		$12K Buy
+103
New +$12.2K ﹤0.01% 924
2020
Q2 		– Sell
-31
Closed -$2K – 844
2020
Q1 		$2K Buy
+31
New +$3.21K ﹤0.01% 739

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