Envestnet Portfolio Solutions
WWD icon

Envestnet Portfolio Solutions’s Woodward WWD Stock Holding History

Envestnet Portfolio Solutions’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 		$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

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