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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Concord Wealth Partners's WWD Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Woodward (WWD) in Q2 2026: 37 shares worth $15.7K. The stake represents ﹤0.01% of the portfolio and ranks #509 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in WWD as recently as Q4 2025.

Concord Wealth Partners first reported a position in WWD in Q4 2020 and has held it in 21 quarters since. 758 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

Concord Wealth Partners held 37 shares of Woodward worth $15.7K as of Q2 2026.
Woodward was a new Concord Wealth Partners position in Q2 2026.
Woodward made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #509 holding.
Concord Wealth Partners first reported a position in Woodward in Q4 2020 and has held it in 21 quarters since.
758 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.