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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
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
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

IBEX Wealth Advisors's WWD Position: Q2 2026 in Review

IBEX Wealth Advisors increased its Woodward (WWD) stake by 3.4% in Q2 2026, buying an estimated $338K and bringing the position to 27,195 shares worth $11.6M. The position accounts for 0.91% of the portfolio, ranked #34.

IBEX Wealth Advisors first reported a position in WWD in Q1 2026 and has held it in 2 quarters since. 758 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • IBEX Wealth Advisors held 27,195 shares of Woodward worth $11.6M as of Q2 2026.
  • IBEX Wealth Advisors bought 892 Woodward shares in Q2 2026, an estimated $338K.
  • Woodward made up 0.91% of IBEX Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • IBEX Wealth Advisors first reported a position in Woodward in Q1 2026 and has held it in 2 quarters since.
  • 758 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.