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HB Wealth Management’s Woodward WWD Stock Holding History

HB 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 		$785K Sell
1,845
-260
-12% -$98.6K ﹤0.01% 858
2026
Q1 		$753K Buy
2,105
+739
+54% +$266K ﹤0.01% 789
2025
Q4 		$413K Buy
1,366
+281
+26% +$77.3K ﹤0.01% 979
2025
Q3 		$274K Buy
1,085
+67
+7% +$16.6K ﹤0.01% 1115
2025
Q2 		$250K Sell
1,018
-85
-8% -$17.4K ﹤0.01% 1017
2025
Q1 		$201K Buy
+1,103
New +$204K ﹤0.01% 1137

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

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

HB Wealth Management reduced its Woodward (WWD) stake by 12% in Q2 2026, selling an estimated $98.6K and leaving 1,845 shares worth $785K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

HB Wealth Management first reported a position in WWD in Q1 2025 and has held it in 6 quarters since. 759 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • HB Wealth Management held 1,845 shares of Woodward worth $785K as of Q2 2026.
  • HB Wealth Management sold 260 Woodward shares in Q2 2026, an estimated $98.6K.
  • Woodward made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #858 holding.
  • HB Wealth Management first reported a position in Woodward in Q1 2025 and has held it in 6 quarters since.
  • 759 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.