EWA
WWD icon

EverSource Wealth Advisors’s Woodward WWD Stock Holding History

EverSource Wealth Advisors’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 		$401K Sell
943
-197
-17% -$74.7K 0.01% 653
2026
Q1 		$408K Buy
1,140
+247
+28% +$88.9K 0.01% 692
2025
Q4 		$270K Buy
893
+165
+23% +$45.4K 0.01% 817
2025
Q3 		$184K Buy
728
+98
+16% +$24.4K 0.01% 950
2025
Q2 		$154K Buy
630
+467
+287% +$95.5K 0.01% 982
2025
Q1 		$29.8K Buy
163
+42
+35% +$7.77K ﹤0.01% 1482
2024
Q4 		$20.1K Buy
121
+56
+86% +$9.57K ﹤0.01% 1619
2024
Q3 		$11.2K Buy
65
+8
+14% +$1.33K ﹤0.01% 1800
2024
Q2 		$8.9K Buy
57
+9
+19% +$1.53K ﹤0.01% 1912
2024
Q1 		$7.8K Buy
48
+13
+37% +$1.83K ﹤0.01% 1825
2023
Q4 		$4.77K Hold
35
– – ﹤0.01% 1877
2023
Q3 		$4.35K Hold
35
– – ﹤0.01% 1758
2023
Q2 		$4.16K Buy
35
+5
+17% +$530 ﹤0.01% 1804
2023
Q1 		$2.92K Hold
30
– – ﹤0.01% 1823
2022
Q4 		$2.9K Hold
30
– – ﹤0.01% 1798
2022
Q3 		$2K Buy
+30
New +$2.83K ﹤0.01% 1744
2022
Q2 		– Sell
-120
Closed -$15K – 1906
2022
Q1 		$15K Sell
120
-17
-12% -$2K ﹤0.01% 826
2021
Q4 		$15K Buy
+137
New +$15.4K ﹤0.01% 811

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

EverSource Wealth Advisors's WWD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Woodward (WWD) stake by 17% in Q2 2026, selling an estimated $74.7K and leaving 943 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #653.

EverSource Wealth Advisors first reported a position in WWD in Q4 2021 and has held it in 18 quarters since. The position peaked at $408K in Q1 2026. 755 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • EverSource Wealth Advisors held 943 shares of Woodward worth $401K as of Q2 2026.
  • EverSource Wealth Advisors sold 197 Woodward shares in Q2 2026, an estimated $74.7K.
  • Woodward made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #653 holding.
  • EverSource Wealth Advisors first reported a position in Woodward in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Woodward position peaked at $408K in Q1 2026.
  • 755 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.