JSF Financial’s Woodward WWD Stock Holding History

JSF Financial’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	$1.73M	Buy	4,069 +110	+3%	+$41.7K	0.27%	46
2026 Q1	$1.42M	Buy	3,959 +639	+19%	+$230K	0.28%	41
2025 Q4	$1M	Buy	+3,320	New	+$914K	0.21%	68

Other funds holding WWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

JSF Financial's WWD Position: Q2 2026 in Review

JSF Financial increased its Woodward (WWD) stake by 2.8% in Q2 2026, buying an estimated $41.7K and bringing the position to 4,069 shares worth $1.73M. The position accounts for 0.27% of the portfolio, ranked #46.

JSF Financial first reported a position in WWD in Q4 2025 and has held it in 3 quarters since. 757 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

JSF Financial held 4,069 shares of Woodward worth $1.73M as of Q2 2026.
JSF Financial bought 110 Woodward shares in Q2 2026, an estimated $41.7K.
Woodward made up 0.27% of JSF Financial's portfolio in Q2 2026, its #46 holding.
JSF Financial first reported a position in Woodward in Q4 2025 and has held it in 3 quarters since.
757 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.