CPG
WWD icon

Cornerstone Planning Group’s Woodward WWD Stock Holding History

Cornerstone Planning Group’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 		$24.5K Buy
68
+5
+8% +$1.8K ﹤0.01% 613
2025
Q4 		$20.6K Buy
63
+21
+50% +$5.78K ﹤0.01% 584
2025
Q3 		$3.63K Sell
42
-23
-35% -$5.71K ﹤0.01% 1028
2025
Q2 		$16.5K Sell
65
-9
-12% -$1.84K ﹤0.01% 455
2025
Q1 		$12.9K Buy
74
+28
+61% +$5.18K ﹤0.01% 505
2024
Q4 		$8.47K Hold
46
– – ﹤0.01% 463
2024
Q3 		$7.54K Sell
46
-22
-32% -$3.66K ﹤0.01% 475
2024
Q2 		$10.4K Sell
68
-3
-4% -$510 ﹤0.01% 434
2024
Q1 		$12K Sell
71
-7
-9% -$986 ﹤0.01% 374
2023
Q4 		$10.6K Hold
78
– – ﹤0.01% 418
2023
Q3 		$9.69K Hold
78
– – ﹤0.01% 427
2023
Q2 		$9.28K Buy
+78
New +$8.27K ﹤0.01% 696
2022
Q4 		$5.55K Buy
+53
New +$4.9K ﹤0.01% 851

Other funds holding WWD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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
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