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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
Q2 		$1.23M Sell
2,901
-67
-2% -$25.4K 0.01% 1080
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 $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

Integrated Wealth Concepts's WWD Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Woodward (WWD) stake by 2.3% in Q2 2026, selling an estimated $25.4K and leaving 2,901 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #1080.

Integrated Wealth Concepts first reported a position in WWD in Q2 2025 and has held it in 5 quarters since. 758 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Integrated Wealth Concepts held 2,901 shares of Woodward worth $1.23M as of Q2 2026.
  • Integrated Wealth Concepts sold 67 Woodward shares in Q2 2026, an estimated $25.4K.
  • Woodward made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1080 holding.
  • Integrated Wealth Concepts first reported a position in Woodward in Q2 2025 and has held it in 5 quarters since.
  • 758 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.