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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
Q2 		$409K Hold
962
– – 0.03% 348
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 Hold
1,218
– – 0.02% 358
2025
Q1 		$222K Buy
+1,218
New +$225K 0.02% 384
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 $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

Coastal Bridge Advisors's WWD Position: Q2 2026 in Review

Coastal Bridge Advisors held its Woodward (WWD) position steady in Q2 2026 at 962 shares worth $409K. The position accounts for 0.03% of the portfolio, ranked #348.

Coastal Bridge Advisors first reported a position in WWD in Q2 2024 and has held it in 8 quarters since. 757 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Coastal Bridge Advisors held 962 shares of Woodward worth $409K as of Q2 2026.
  • Coastal Bridge Advisors left its Woodward share count unchanged in Q2 2026.
  • Woodward made up 0.03% of Coastal Bridge Advisors's portfolio in Q2 2026, its #348 holding.
  • Coastal Bridge Advisors first reported a position in Woodward in Q2 2024 and has held it in 8 quarters since.
  • 757 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.