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Halbert Hargrove Global Advisors’s Woodward WWD Stock Holding History

Halbert Hargrove Global Advisors’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 		$23.5K Hold
55
– – ﹤0.01% 255
2026
Q1 		$19.8K Hold
55
– – ﹤0.01% 252
2025
Q4 		$16.7K Sell
55
-11
-17% -$3.03K ﹤0.01% 262
2025
Q3 		$16.8K Sell
66
-18
-21% -$4.47K ﹤0.01% 268
2025
Q2 		$20.7K Hold
84
– – ﹤0.01% 185
2025
Q1 		$15.4K Hold
84
– – ﹤0.01% 215
2024
Q4 		$14K Buy
+84
New +$14.4K ﹤0.01% 207

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

Halbert Hargrove Global Advisors's WWD Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its Woodward (WWD) position steady in Q2 2026 at 55 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Halbert Hargrove Global Advisors first reported a position in WWD in Q4 2024 and has held it in 7 quarters since. 758 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Halbert Hargrove Global Advisors held 55 shares of Woodward worth $23.5K as of Q2 2026.
  • Halbert Hargrove Global Advisors left its Woodward share count unchanged in Q2 2026.
  • Woodward made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #255 holding.
  • Halbert Hargrove Global Advisors first reported a position in Woodward in Q4 2024 and has held it in 7 quarters since.
  • 758 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.