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Evolve Private Wealth’s Woodward WWD Stock Holding History

Evolve Private Wealth’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 		$527K Sell
1,238
-280
-18% -$106K 0.03% 494
2026
Q1 		$543K Buy
1,518
+221
+17% +$79.6K 0.03% 542
2025
Q4 		$392K Buy
+1,297
New +$357K 0.02% 626

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

Evolve Private Wealth's WWD Position: Q2 2026 in Review

Evolve Private Wealth reduced its Woodward (WWD) stake by 18% in Q2 2026, selling an estimated $106K and leaving 1,238 shares worth $527K. The position accounts for 0.03% of the portfolio, ranked #494.

Evolve Private Wealth first reported a position in WWD in Q4 2025 and has held it in 3 quarters since. The position peaked at $543K in Q1 2026. 755 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Evolve Private Wealth held 1,238 shares of Woodward worth $527K as of Q2 2026.
  • Evolve Private Wealth sold 280 Woodward shares in Q2 2026, an estimated $106K.
  • Woodward made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #494 holding.
  • Evolve Private Wealth first reported a position in Woodward in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Woodward position peaked at $543K in Q1 2026.
  • 755 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.