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Diversify Wealth Management’s Woodward WWD Stock Holding History

Diversify Wealth Management’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 		$801K Sell
1,908
-596
-24% -$226K 0.01% 713
2026
Q1 		$904K Buy
+2,504
New +$902K 0.02% 626

Other funds holding WWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Diversify Wealth Management's WWD Position: Q2 2026 in Review

Diversify Wealth Management reduced its Woodward (WWD) stake by 24% in Q2 2026, selling an estimated $226K and leaving 1,908 shares worth $801K. The position accounts for 0.01% of the portfolio, ranked #713.

Diversify Wealth Management first reported a position in WWD in Q1 2026 and has held it in 2 quarters since. The position peaked at $904K in Q1 2026. 759 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Diversify Wealth Management held 1,908 shares of Woodward worth $801K as of Q2 2026.
  • Diversify Wealth Management sold 596 Woodward shares in Q2 2026, an estimated $226K.
  • Woodward made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #713 holding.
  • Diversify Wealth Management first reported a position in Woodward in Q1 2026 and has held it in 2 quarters since.
  • Diversify Wealth Management's Woodward position peaked at $904K in Q1 2026.
  • 759 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.