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Fiduciary Alliance’s Woodward WWD Stock Holding History

Fiduciary Alliance’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 		– Sell
-3,449
Closed -$1.36M – 587
2026
Q1 		$1.36M Sell
3,449
-4,142
-55% -$1.49M 0.08% 228
2025
Q4 		$2.29M Sell
7,591
-32
-0.4% -$8.81K 0.15% 152
2025
Q3 		$1.93M Sell
7,623
-1,002
-12% -$249K 0.13% 160
2025
Q2 		$2.11M Buy
8,625
+458
+6% +$93.7K 0.16% 135
2025
Q1 		$1.49M Buy
8,167
+508
+7% +$93.9K 0.15% 133
2024
Q4 		$1.27M Buy
+7,659
New +$1.31M 0.13% 142

Other funds holding WWD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Fiduciary Alliance's WWD Position: Q2 2026 in Review

Fiduciary Alliance sold out of Woodward (WWD) in Q2 2026, closing a stake of 3,449 shares — an estimated $1.36M sold.

Fiduciary Alliance first reported a position in WWD in Q4 2024 and held it in 6 quarters. The position peaked at $2.29M in Q4 2025. 88 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Fiduciary Alliance reported no remaining Woodward position as of Q2 2026 after selling out during the quarter.
  • Fiduciary Alliance sold 3,449 Woodward shares in Q2 2026, an estimated $1.36M.
  • Fiduciary Alliance first reported a position in Woodward in Q4 2024 and held it in 6 quarters.
  • Fiduciary Alliance's Woodward position peaked at $2.29M in Q4 2025.
  • 88 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.