Evercore Wealth Management’s Woodward WWD Stock Holding History

Evercore 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	$851K	Hold	2,000	–	–	0.01%	233
2026 Q1	$716K	Sell	2,000 -316	-14%	-$114K	0.01%	245
2025 Q4	$700K	Hold	2,316	–	–	0.01%	252
2025 Q3	$585K	Sell	2,316 -43	-2%	-$10.7K	0.01%	268
2025 Q2	$578K	Hold	2,359	–	–	0.01%	266
2025 Q1	$430K	Hold	2,359	–	–	0.01%	290
2024 Q4	$393K	Hold	2,359	–	–	0.01%	305
2024 Q3	$405K	Sell	2,359 -62	-3%	-$10.3K	0.01%	299
2024 Q2	$422K	Hold	2,421	–	–	0.01%	293
2024 Q1	$373K	Hold	2,421	–	–	0.01%	314
2023 Q4	$330K	Sell	2,421 -79	-3%	-$10.3K	0.01%	326
2023 Q3	$311K	Hold	2,500	–	–	0.01%	315
2023 Q2	$297K	Hold	2,500	–	–	0.01%	331
2023 Q1	$243K	Sell	2,500 -196	-7%	-$19.7K	﹤0.01%	356
2022 Q4	$260K	Hold	2,696	–	–	0.01%	342
2022 Q3	$216K	Sell	2,696 -101	-4%	-$9.54K	﹤0.01%	361
2022 Q2	$259K	Hold	2,797	–	–	0.01%	341
2022 Q1	$349K	Hold	2,797	–	–	0.01%	327
2021 Q4	$306K	Hold	2,797	–	–	0.01%	355
2021 Q3	$317K	Sell	2,797 -83	-3%	-$9.86K	0.01%	355
2021 Q2	$354K	Hold	2,880	–	–	0.01%	337
2021 Q1	$347K	Hold	2,880	–	–	0.01%	344
2020 Q4	$350K	Sell	2,880 -130	-4%	-$13.2K	0.01%	337
2020 Q3	$241K	Buy	3,010 +10	+0.3%	+$804	0.01%	340
2020 Q2	$233K	Buy	+3,000	New	+$196K	0.01%	340
2020 Q1	–	Sell	-3,888	Closed	-$460K	–	418
2019 Q4	$460K	Hold	3,888	–	–	0.01%	286
2019 Q3	$419K	Sell	3,888 -103	-3%	-$11.3K	0.01%	287
2019 Q2	$452K	Hold	3,991	–	–	0.01%	284
2019 Q1	$379K	Hold	3,991	–	–	0.01%	304
2018 Q4	$296K	Sell	3,991 -128	-3%	-$9.88K	0.01%	313
2018 Q3	$333K	Hold	4,119	–	–	0.01%	329
2018 Q2	$317K	Hold	4,119	–	–	0.01%	321
2018 Q1	$295K	Hold	4,119	–	–	0.01%	301
2017 Q4	$315K	Sell	4,119 -129	-3%	-$10.1K	0.01%	303
2017 Q3	$330K	Hold	4,248	–	–	0.01%	304
2017 Q2	$287K	Hold	4,248	–	–	0.01%	324
2017 Q1	$289K	Hold	4,248	–	–	0.01%	325
2016 Q4	$293K	Sell	4,248 -153	-3%	-$9.89K	0.01%	312
2016 Q3	$275K	Hold	4,401	–	–	0.01%	320
2016 Q2	$254K	Hold	4,401	–	–	0.01%	321
2016 Q1	$229K	Hold	4,401	–	–	0.01%	332
2015 Q4	$219K	Sell	4,401 -506	-10%	-$23.9K	0.01%	351
2015 Q3	$200K	Hold	4,907	–	–	0.01%	379
2015 Q2	$270K	Hold	4,907	–	–	0.01%	377
2015 Q1	$250K	Hold	4,907	–	–	0.01%	377
2014 Q4	$242K	Hold	4,907	–	–	0.01%	330
2014 Q3	$234K	Sell	4,907 -4,093	-45%	-$207K	0.01%	369
2014 Q2	$452K	Hold	9,000	–	–	0.02%	283
2014 Q1	$374K	Sell	9,000 -692	-7%	-$29.8K	0.02%	297
2013 Q4	$442K	Hold	9,692	–	–	0.02%	274
2013 Q3	$396K	Hold	9,692	–	–	0.02%	306
2013 Q2	$388K	Buy	+9,692	New	+$366K	0.02%	314

Other funds holding WWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Evercore Wealth Management held its Woodward (WWD) position steady in Q2 2026 at 2,000 shares worth $851K. The position accounts for 0.01% of the portfolio, ranked #233.

Evercore Wealth Management first reported a position in WWD in Q2 2013 and has held it in 52 quarters since. 755 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

Evercore Wealth Management held 2,000 shares of Woodward worth $851K as of Q2 2026.
Evercore Wealth Management left its Woodward share count unchanged in Q2 2026.
Woodward made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #233 holding.
Evercore Wealth Management first reported a position in Woodward in Q2 2013 and has held it in 52 quarters since.
755 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.