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Integrated Wealth Concepts’s Woodward WWD Stock Holding History

Integrated Wealth Concepts’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
Q1 		$1.06M Buy
2,968
+1,842
+164% +$663K 0.01% 1077
2025
Q4 		$340K Sell
1,126
-654
-37% -$180K ﹤0.01% 1267
2025
Q3 		$450K Buy
1,780
+195
+12% +$48.5K ﹤0.01% 1410
2025
Q2 		$388K Buy
+1,585
New +$324K ﹤0.01% 1416

Other funds holding WWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Integrated Wealth Concepts's WWD Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Woodward (WWD) stake by 164% in Q1 2026, buying an estimated $663K and bringing the position to 2,968 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #1077.

Integrated Wealth Concepts first reported a position in WWD in Q2 2025 and has held it in 4 quarters since. 731 funds tracked by Wall St. Rank hold WWD as of Q1 2026.

  • Integrated Wealth Concepts held 2,968 shares of Woodward worth $1.06M as of Q1 2026.
  • Integrated Wealth Concepts bought 1,842 Woodward shares in Q1 2026, an estimated $663K.
  • Woodward made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1077 holding.
  • Integrated Wealth Concepts first reported a position in Woodward in Q2 2025 and has held it in 4 quarters since.
  • 731 funds tracked by Wall St. Rank held Woodward as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.