JWA
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JFS Wealth Advisors’s Woodward WWD Stock Holding History

JFS 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 		$26.4K Sell
62
-1
-2% -$379 ﹤0.01% 694
2026
Q1 		$22.5K Buy
63
+3
+5% +$1.08K ﹤0.01% 704
2025
Q4 		$18.1K Buy
60
+16
+36% +$4.4K ﹤0.01% 773
2025
Q3 		$11.1K Hold
44
– – ﹤0.01% 867
2025
Q2 		$10.8K Buy
44
+1
+2% +$205 ﹤0.01% 844
2025
Q1 		$7.85K Hold
43
– – ﹤0.01% 960
2024
Q4 		$7.16K Hold
43
– – ﹤0.01% 976
2024
Q3 		$7.38K Buy
43
+1
+2% +$166 ﹤0.01% 961
2024
Q2 		$7.32K Hold
42
– – ﹤0.01% 899
2024
Q1 		$6.47K Hold
42
– – ﹤0.01% 997
2023
Q4 		$5.72K Buy
42
+1
+2% +$131 ﹤0.01% 1001
2023
Q3 		$5.09K Buy
41
+14
+52% +$1.75K ﹤0.01% 989
2023
Q2 		$3.21K Hold
27
– – ﹤0.01% 1202
2023
Q1 		$2.63K Sell
27
-4
-13% -$402 ﹤0.01% 1263
2022
Q4 		$3K Buy
31
+25
+417% +$2.31K ﹤0.01% 1213
2022
Q3 		$0 Sell
6
-16
-73% -$1.51K ﹤0.01% 1948
2022
Q2 		$2K Sell
22
-11
-33% -$1.15K ﹤0.01% 1417
2022
Q1 		$4K Buy
33
+21
+175% +$2.47K ﹤0.01% 1188
2021
Q4 		$1K Buy
+12
New +$1.35K ﹤0.01% 1623

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

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

JFS Wealth Advisors reduced its Woodward (WWD) stake by 1.6% in Q2 2026, selling an estimated $379 and leaving 62 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #694.

JFS Wealth Advisors first reported a position in WWD in Q4 2021 and has held it in 19 quarters since. 757 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • JFS Wealth Advisors held 62 shares of Woodward worth $26.4K as of Q2 2026.
  • JFS Wealth Advisors sold 1 Woodward share in Q2 2026, an estimated $379.
  • Woodward made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #694 holding.
  • JFS Wealth Advisors first reported a position in Woodward in Q4 2021 and has held it in 19 quarters since.
  • 757 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.