KFI
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Key Financial Inc’s Woodward WWD Stock Holding History

Key Financial Inc’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 		$14.7K Hold
41
– – ﹤0.01% 796
2025
Q4 		$12.4K Hold
41
– – ﹤0.01% 829
2025
Q3 		$10.4K Hold
41
– – ﹤0.01% 873
2025
Q2 		$10K Hold
41
– – ﹤0.01% 863
2025
Q1 		$7.48K Hold
41
– – ﹤0.01% 892
2024
Q4 		$6.82K Hold
41
– – ﹤0.01% 905
2024
Q3 		$7.03K Hold
41
– – ﹤0.01% 880
2024
Q2 		$7.15K Hold
41
– – ﹤0.01% 858
2024
Q1 		$6.32K Hold
41
– – ﹤0.01% 877
2023
Q4 		$5.58K Hold
41
– – ﹤0.01% 893
2023
Q3 		$5.09K Hold
41
– – ﹤0.01% 900
2023
Q2 		$4.88K Buy
+41
New +$4.34K ﹤0.01% 940

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