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Forum Financial Management’s Woodward WWD Stock Holding History

Forum Financial Management’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
Q1 		– Sell
-1,342
Closed -$406K – 1000
2025
Q4 		$406K Buy
1,342
+2
+0.1% +$550 0.01% 592
2025
Q3 		$339K Buy
1,340
+201
+18% +$49.9K ﹤0.01% 671
2025
Q2 		$279K Buy
+1,139
New +$233K ﹤0.01% 711

Other funds holding WWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Forum Financial Management's WWD Position: Q1 2026 in Review

Forum Financial Management sold out of Woodward (WWD) in Q1 2026, closing a stake of 1,342 shares — an estimated $406K sold.

Forum Financial Management first reported a position in WWD in Q2 2025 and held it in 3 quarters. The position peaked at $406K in Q4 2025. 735 funds tracked by Wall St. Rank hold WWD as of Q1 2026.

  • Forum Financial Management reported no remaining Woodward position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,342 Woodward shares in Q1 2026, an estimated $406K.
  • Forum Financial Management first reported a position in Woodward in Q2 2025 and held it in 3 quarters.
  • Forum Financial Management's Woodward position peaked at $406K in Q4 2025.
  • 735 funds tracked by Wall St. Rank held Woodward as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.