Financial Planning Fort Collins’s Woodward WWD Stock Holding History

Financial Planning Fort Collins’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	$1.46M	Hold	3,627	–	–	1.16%	17
2026 Q1	$1.32M	Buy	+3,627	New	+$1.31M	1.03%	17

Other funds holding WWD

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

First Bankers Trust Louisville, Kentucky $321M AUM 29.65% 1-Year Est. Return

Agate Pass Investment Management Bainbridge Island, Washington $271M AUM 25.12% 1-Year Est. Return