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GeoWealth Management’s Woodward WWD Stock Holding History

GeoWealth 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
2025
Q1 		– Sell
-101
Closed -$16.8K – 1798
2024
Q4 		$16.8K Buy
101
+9
+10% +$1.54K ﹤0.01% 1411
2024
Q3 		$15.8K Buy
+92
New +$15.3K ﹤0.01% 1325

Other funds holding WWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
NCMU
NAYA Capital Management (UK) London, United Kingdom $1.18B AUM 13.14% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GeoWealth Management's WWD Position: Q1 2025 in Review

GeoWealth Management sold out of Woodward (WWD) in Q1 2025, closing a stake of 101 shares — an estimated $16.8K sold.

GeoWealth Management first reported a position in WWD in Q3 2024 and held it in 2 quarters. The position peaked at $16.8K in Q4 2024. 479 funds tracked by Wall St. Rank hold WWD as of Q1 2025.

  • GeoWealth Management reported no remaining Woodward position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 101 Woodward shares in Q1 2025, an estimated $16.8K.
  • GeoWealth Management first reported a position in Woodward in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Woodward position peaked at $16.8K in Q4 2024.
  • 479 funds tracked by Wall St. Rank held Woodward as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.