Jones Financial Companies
WWD icon

Jones Financial Companies’s Woodward WWD Stock Holding History

Jones Financial Companies’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 		$67M Buy
190,839
+160,703
+533% +$57.9M 0.03% 280
2025
Q4 		$9.11M Buy
30,136
+3,286
+12% +$904K 0.01% 482
2025
Q3 		$6.69M Buy
26,850
+7,917
+42% +$1.97M ﹤0.01% 495
2025
Q2 		$4.66M Buy
18,933
+4,836
+34% +$989K ﹤0.01% 519
2025
Q1 		$2.58M Buy
14,097
+5,235
+59% +$968K ﹤0.01% 595
2024
Q4 		$1.47M Buy
8,862
+2,176
+33% +$372K ﹤0.01% 639
2024
Q3 		$1.14M Buy
6,686
+3,076
+85% +$512K ﹤0.01% 576
2024
Q2 		$630K Buy
3,610
+1,587
+78% +$270K ﹤0.01% 505
2024
Q1 		$312K Buy
2,023
+1,638
+425% +$231K ﹤0.01% 397
2023
Q4 		$52.4K Buy
385
+376
+4,178% +$49.1K ﹤0.01% 467
2023
Q3 		$1.12K Buy
+9
New +$1.12K ﹤0.01% 624
2021
Q1 		– Sell
-122
Closed -$15K – 879
2020
Q4 		$15K Buy
+122
New +$12.4K ﹤0.01% 393

Other funds holding WWD

BlackRock
BlackRock New York $5.7T 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 $61.3B AUM 26.25% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return