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Evergreen Capital Management’s Woodward WWD Stock Holding History

Evergreen Capital 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 		$1.34M Buy
3,140
+944
+43% +$358K 0.02% 440
2026
Q1 		$786K Buy
2,196
+524
+31% +$189K 0.02% 574
2025
Q4 		$505K Buy
1,672
+68
+4% +$18.7K 0.01% 735
2025
Q3 		$405K Buy
1,604
+778
+94% +$193K 0.01% 758
2025
Q2 		$202K Sell
826
-359
-30% -$73.4K 0.01% 1039
2025
Q1 		$216K Buy
+1,185
New +$219K 0.01% 951

Other funds holding WWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Evergreen Capital Management's WWD Position: Q2 2026 in Review

Evergreen Capital Management increased its Woodward (WWD) stake by 43% in Q2 2026, buying an estimated $358K and bringing the position to 3,140 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #440.

Evergreen Capital Management first reported a position in WWD in Q1 2025 and has held it in 6 quarters since. 758 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Evergreen Capital Management held 3,140 shares of Woodward worth $1.34M as of Q2 2026.
  • Evergreen Capital Management bought 944 Woodward shares in Q2 2026, an estimated $358K.
  • Woodward made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #440 holding.
  • Evergreen Capital Management first reported a position in Woodward in Q1 2025 and has held it in 6 quarters since.
  • 758 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.