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Legacy Financial Advisors’s Woodward WWD Stock Holding History

Legacy Financial 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 		$211K Buy
+496
New +$188K 0.03% 414
2018
Q3 		– Sell
-98
Closed -$8K – 960
2018
Q2 		$8K Hold
98
– – ﹤0.01% 605
2018
Q1 		$7K Buy
+98
New +$7.38K ﹤0.01% 585

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

Legacy Financial Advisors's WWD Position: Q2 2026 in Review

Legacy Financial Advisors opened a new position in Woodward (WWD) in Q2 2026: 496 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #414 among its holdings. This is a return to the name: Legacy Financial Advisors previously reported a position in WWD as recently as Q2 2018.

Legacy Financial Advisors first reported a position in WWD in Q1 2018 and has held it in 3 quarters since. 758 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Legacy Financial Advisors held 496 shares of Woodward worth $211K as of Q2 2026.
  • Woodward was a new Legacy Financial Advisors position in Q2 2026.
  • Woodward made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #414 holding.
  • Legacy Financial Advisors first reported a position in Woodward in Q1 2018 and has held it in 3 quarters since.
  • 758 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.