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Greenline Wealth Management’s Woodward WWD Stock Holding History

Greenline Wealth 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
Q2 		$254K Buy
+597
New +$226K 0.21% 101
2026
Q1 		– Sell
-418
Closed -$126K – 523
2025
Q4 		$126K Buy
+418
New +$115K 0.13% 120

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 $3.37T AUM 44.26% 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

Greenline Wealth Management's WWD Position: Q2 2026 in Review

Greenline Wealth Management opened a new position in Woodward (WWD) in Q2 2026: 597 shares worth $254K. The stake represents 0.21% of the portfolio and ranks #101 among its holdings. This is a return to the name: Greenline Wealth Management previously reported a position in WWD as recently as Q4 2025.

Greenline Wealth Management first reported a position in WWD in Q4 2025 and has held it in 2 quarters since. 757 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Greenline Wealth Management held 597 shares of Woodward worth $254K as of Q2 2026.
  • Woodward was a new Greenline Wealth Management position in Q2 2026.
  • Woodward made up 0.21% of Greenline Wealth Management's portfolio in Q2 2026, its #101 holding.
  • Greenline Wealth Management first reported a position in Woodward in Q4 2025 and has held it in 2 quarters since.
  • 757 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Greenline Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.