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Estate Planners Group’s Woodward WWD Stock Holding History

Estate Planners Group’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 		– Sell
-555
Closed -$168K – 422
2025
Q4 		$168K Buy
+555
New +$153K 0.07% 80

Other funds holding WWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Estate Planners Group's WWD Position: Q1 2026 in Review

Estate Planners Group sold out of Woodward (WWD) in Q1 2026, closing a stake of 555 shares — an estimated $168K sold.

Estate Planners Group first reported a position in WWD in Q4 2025 and held it in 1 quarter. The position peaked at $168K in Q4 2025. 735 funds tracked by Wall St. Rank hold WWD as of Q1 2026.

  • Estate Planners Group reported no remaining Woodward position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 555 Woodward shares in Q1 2026, an estimated $168K.
  • Estate Planners Group first reported a position in Woodward in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Woodward position peaked at $168K in Q4 2025.
  • 735 funds tracked by Wall St. Rank held Woodward as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.