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 Q1	–	Sell	-37	Closed	-$11.2K	–	800
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	–	1175
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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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