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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
– – 1.11% 17
2026
Q1 		$1.32M Buy
+3,627
New +$1.31M 0.99% 17

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 $3.38T AUM 44.17% 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

Financial Planning Fort Collins's WWD Position: Q2 2026 in Review

Financial Planning Fort Collins held its Woodward (WWD) position steady in Q2 2026 at 3,627 shares worth $1.46M. The position accounts for 1.11% of the portfolio, ranked #17.

Financial Planning Fort Collins first reported a position in WWD in Q1 2026 and has held it in 2 quarters since. 759 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Financial Planning Fort Collins held 3,627 shares of Woodward worth $1.46M as of Q2 2026.
  • Financial Planning Fort Collins left its Woodward share count unchanged in Q2 2026.
  • Woodward made up 1.11% of Financial Planning Fort Collins's portfolio in Q2 2026, its #17 holding.
  • Financial Planning Fort Collins first reported a position in Woodward in Q1 2026 and has held it in 2 quarters since.
  • 759 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Financial Planning Fort Collins's 13F filing for Q2 2026, filed 10 Jul 2026.