Envestnet Portfolio Solutions’s Woodward WWD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$289K Sell
679
-14
-2% -$5.31K ﹤0.01% 1206
2026
Q1
$248K Sell
693
-300
-30% -$108K ﹤0.01% 1193
2025
Q4
$300K Sell
993
-409
-29% -$113K ﹤0.01% 1278
2025
Q3
$354K Sell
1,402
-65
-4% -$16.1K ﹤0.01% 1174
2025
Q2
$360K Sell
1,467
-95
-6% -$19.4K ﹤0.01% 1255
2025
Q1
$285K Sell
1,562
-6,005
-79% -$1.11M ﹤0.01% 1316
2024
Q4
$1.26M Buy
7,567
+4,188
+124% +$715K ﹤0.01% 829
2024
Q3
$580K Buy
3,379
+111
+3% +$18.5K ﹤0.01% 1121
2024
Q2
$570K Buy
3,268
+95
+3% +$16.2K ﹤0.01% 1084
2024
Q1
$489K Buy
3,173
+97
+3% +$13.7K ﹤0.01% 1133
2023
Q4
$419K Sell
3,076
-253
-8% -$33.1K ﹤0.01% 1126
2023
Q3
$414K Buy
+3,329
New +$416K ﹤0.01% 1064

Other funds holding WWD

Envestnet Portfolio Solutions's WWD Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Woodward (WWD) stake by 2% in Q2 2026, selling an estimated $5.31K and leaving 679 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

Envestnet Portfolio Solutions first reported a position in WWD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.26M in Q4 2024. 759 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Envestnet Portfolio Solutions held 679 shares of Woodward worth $289K as of Q2 2026.
  • Envestnet Portfolio Solutions sold 14 Woodward shares in Q2 2026, an estimated $5.31K.
  • Woodward made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1206 holding.
  • Envestnet Portfolio Solutions first reported a position in Woodward in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Woodward position peaked at $1.26M in Q4 2024.
  • 759 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.