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Concurrent Investment Advisors’s Woodward WWD Stock Holding History

Concurrent Investment 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 		$586K Sell
1,378
-33
-2% -$12.5K 0.01% 1311
2026
Q1 		$505K Buy
1,411
+308
+28% +$111K 0.01% 1210
2025
Q4 		$333K Buy
+1,103
New +$304K ﹤0.01% 1331

Other funds holding WWD

CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
CPC
Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Concurrent Investment Advisors's WWD Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Woodward (WWD) stake by 2.3% in Q2 2026, selling an estimated $12.5K and leaving 1,378 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #1311.

Concurrent Investment Advisors first reported a position in WWD in Q4 2025 and has held it in 3 quarters since. 279 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Concurrent Investment Advisors held 1,378 shares of Woodward worth $586K as of Q2 2026.
  • Concurrent Investment Advisors sold 33 Woodward shares in Q2 2026, an estimated $12.5K.
  • Woodward made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1311 holding.
  • Concurrent Investment Advisors first reported a position in Woodward in Q4 2025 and has held it in 3 quarters since.
  • 279 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.