IBEX Wealth Advisors’s Woodward WWD Stock Holding History

IBEX Wealth 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 Q3	–	Sell	-27,195	Closed	-$11.6M	–	237
2026 Q2	$11.6M	Buy	27,195 +892	+3%	+$338K	0.91%	34
2026 Q1	$9.41M	Buy	+26,303	New	+$9.47M	0.88%	33

Other funds holding WWD

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $24.8B AUM 30.34% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

IBEX Wealth Advisors's WWD Position: Q3 2026 in Review

IBEX Wealth Advisors sold out of Woodward (WWD) in Q3 2026, closing a stake of 27,195 shares — an estimated $11.6M sold.

IBEX Wealth Advisors first reported a position in WWD in Q1 2026 and held it in 2 quarters. The position peaked at $11.6M in Q2 2026. 549 funds tracked by Wall St. Rank hold WWD as of Q3 2026.

IBEX Wealth Advisors reported no remaining Woodward position as of Q3 2026 after selling out during the quarter.
IBEX Wealth Advisors sold 27,195 Woodward shares in Q3 2026, an estimated $11.6M.
IBEX Wealth Advisors first reported a position in Woodward in Q1 2026 and held it in 2 quarters.
IBEX Wealth Advisors's Woodward position peaked at $11.6M in Q2 2026.
549 funds tracked by Wall St. Rank held Woodward as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.