Concord Wealth Partners’s Woodward WWD Stock Holding History

Concord Wealth Partners’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 Q3	$12.2K	Hold	37	–	–	﹤0.01%	526
2026 Q2	$15.7K	Buy	+37	New	+$14K	﹤0.01%	509
2026 Q1	–	Sell	-37	Closed	-$11.2K	–	799
2025 Q4	$11.2K	Hold	37	–	–	﹤0.01%	518
2025 Q3	$9.35K	Hold	37	–	–	﹤0.01%	549
2025 Q2	$9.07K	Hold	37	–	–	﹤0.01%	555
2025 Q1	$6.75K	Hold	37	–	–	﹤0.01%	547
2024 Q4	$6.16K	Hold	37	–	–	﹤0.01%	579
2024 Q3	$6.35K	Hold	37	–	–	﹤0.01%	606
2024 Q2	$6.45K	Hold	37	–	–	﹤0.01%	550
2024 Q1	$5.7K	Hold	37	–	–	﹤0.01%	639
2023 Q4	$5.04K	Sell	37 -8	-18%	-$1.05K	﹤0.01%	637
2023 Q3	$5.59K	Hold	45	–	–	﹤0.01%	701
2023 Q2	$5.35K	Hold	45	–	–	﹤0.01%	693
2023 Q1	$4.38K	Hold	45	–	–	﹤0.01%	691
2022 Q4	$4.35K	Buy	+45	New	+$4.16K	﹤0.01%	792
2022 Q3	–	Sell	-45	Closed	-$4K	–	1174
2022 Q2	$4K	Hold	45	–	–	﹤0.01%	902
2022 Q1	$6K	Hold	45	–	–	﹤0.01%	886
2021 Q4	$5K	Hold	45	–	–	﹤0.01%	967
2021 Q3	$5K	Hold	45	–	–	﹤0.01%	605
2021 Q2	$6K	Hold	45	–	–	﹤0.01%	716
2021 Q1	$5K	Buy	45 +8	+22%	+$953	﹤0.01%	689
2020 Q4	$4K	Buy	+37	New	+$3.75K	﹤0.01%	446

Other funds holding WWD

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Cookson Peirce & Co Pittsburgh, Pennsylvania $2.77B AUM 64.09% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

FengHe Fund Management Singapore $2.06B AUM 157.75% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Concord Wealth Partners's WWD Position: Q3 2026 in Review

Concord Wealth Partners held its Woodward (WWD) position steady in Q3 2026 at 37 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Concord Wealth Partners first reported a position in WWD in Q4 2020 and has held it in 22 quarters since. The position peaked at $15.7K in Q2 2026. 276 funds tracked by Wall St. Rank hold WWD as of Q3 2026.

Concord Wealth Partners held 37 shares of Woodward worth $12.2K as of Q3 2026.
Concord Wealth Partners left its Woodward share count unchanged in Q3 2026.
Woodward made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #526 holding.
Concord Wealth Partners first reported a position in Woodward in Q4 2020 and has held it in 22 quarters since.
Concord Wealth Partners's Woodward position peaked at $15.7K in Q2 2026.
276 funds tracked by Wall St. Rank held Woodward as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.