CBA
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Coastal Bridge Advisors’s Woodward WWD Stock Holding History

Coastal Bridge 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 		$344K Sell
962
-62
-6% -$22.3K 0.02% 358
2025
Q4 		$310K Sell
1,024
-18
-2% -$4.95K 0.02% 364
2025
Q3 		$263K Sell
1,042
-176
-14% -$43.7K 0.02% 382
2025
Q2 		$299K Buy
+1,218
New +$249K 0.02% 358
2024
Q4 		– Sell
-1,200
Closed -$206K – 179
2024
Q3 		$206K Hold
1,200
– – 0.05% 155
2024
Q2 		$209K Buy
+1,200
New +$204K 0.05% 148

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