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Essential Partners’s Woodward WWD Stock Holding History

Essential Partners’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 		$214K Sell
651
-21
-3% -$7.62K 0.1% 221
2026
Q2 		$286K Buy
672
+25
+4% +$9.48K 0.13% 168
2026
Q1 		$232K Hold
647
– – 0.08% 265
2025
Q4 		$196K Buy
647
+112
+21% +$30.8K 0.06% 319
2025
Q3 		$135K Buy
535
+331
+162% +$82.2K 0.04% 386
2025
Q2 		$50K Buy
+204
New +$41.7K 0.02% 474

Other funds holding WWD

YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $343M AUM 13.42% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Mengis Capital Management
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Essential Partners's WWD Position: Q3 2026 in Review

Essential Partners reduced its Woodward (WWD) stake by 3.1% in Q3 2026, selling an estimated $7.62K and leaving 651 shares worth $214K. The position accounts for 0.1% of the portfolio, ranked #221.

Essential Partners first reported a position in WWD in Q2 2025 and has held it in 6 quarters since. The position peaked at $286K in Q2 2026. 81 funds tracked by Wall St. Rank hold WWD as of Q3 2026.

  • Essential Partners held 651 shares of Woodward worth $214K as of Q3 2026.
  • Essential Partners sold 21 Woodward shares in Q3 2026, an estimated $7.62K.
  • Woodward made up 0.1% of Essential Partners's portfolio in Q3 2026, its #221 holding.
  • Essential Partners first reported a position in Woodward in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Woodward position peaked at $286K in Q2 2026.
  • 81 funds tracked by Wall St. Rank held Woodward as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.