Covestor’s Woodward WWD Stock Holding History

Covestor’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	$14K	Sell	43 -35	-45%	-$12.7K	0.01%	1282
2026 Q2	$33K	Buy	78 +14	+22%	+$5.31K	0.02%	982
2026 Q1	$23K	Buy	64 +10	+19%	+$3.6K	0.02%	1063
2025 Q4	$16K	Sell	54 -8	-13%	-$2.2K	0.01%	1385
2025 Q3	$16K	Sell	62 -81	-57%	-$20.1K	0.01%	1380
2025 Q2	$35K	Sell	143 -4	-3%	-$818	0.02%	1045
2025 Q1	$27K	Buy	147 +55	+60%	+$10.2K	0.02%	1095
2024 Q4	$15K	Buy	92 +2	+2%	+$342	0.01%	1331
2024 Q3	$16K	Hold	90	–	–	0.01%	1310
2024 Q2	$16K	Hold	90	–	–	0.01%	1297
2024 Q1	$14K	Hold	90	–	–	0.01%	1361
2023 Q4	$12K	Hold	90	–	–	0.01%	1455
2023 Q3	$11K	Hold	90	–	–	0.01%	1400
2023 Q2	$11K	Sell	90 -1	-1%	-$106	0.01%	1406
2023 Q1	$9K	Hold	91	–	–	0.01%	1394
2022 Q4	$9K	Sell	91 -6	-6%	-$555	0.01%	1389
2022 Q3	$8K	Buy	97 +6	+7%	+$567	0.01%	1365
2022 Q2	$8K	Hold	91	–	–	0.01%	1300
2022 Q1	$11K	Buy	91 +40	+78%	+$4.7K	0.01%	1293
2021 Q4	$6K	Buy	+51	New	+$5.73K	0.01%	1268

Other funds holding WWD

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Findlay Park Partners London, United Kingdom $6.73B AUM 19.29% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 42.55% 1-Year Est. Return

Covestor's WWD Position: Q3 2026 in Review

Covestor reduced its Woodward (WWD) stake by 45% in Q3 2026, selling an estimated $12.7K and leaving 43 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #1282.

Covestor first reported a position in WWD in Q4 2021 and has held it in 20 quarters since. The position peaked at $35K in Q2 2025. 454 funds tracked by Wall St. Rank hold WWD as of Q3 2026.

Covestor held 43 shares of Woodward worth $14K as of Q3 2026.
Covestor sold 35 Woodward shares in Q3 2026, an estimated $12.7K.
Woodward made up 0.01% of Covestor's portfolio in Q3 2026, its #1282 holding.
Covestor first reported a position in Woodward in Q4 2021 and has held it in 20 quarters since.
Covestor's Woodward position peaked at $35K in Q2 2025.
454 funds tracked by Wall St. Rank held Woodward as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.