Lido Advisors
WWD icon

Lido Advisors’s Woodward WWD Stock Holding History

Lido 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
Q3 		$265K Sell
805
-201
-20% -$73K ﹤0.01% 1784
2026
Q2 		$428K Buy
+1,006
New +$382K ﹤0.01% 1565
2024
Q3 		– Sell
-2,406
Closed -$420K – 1567
2024
Q2 		$420K Buy
2,406
+150
+7% +$25.5K ﹤0.01% 988
2024
Q1 		$348K Buy
+2,256
New +$318K ﹤0.01% 1029

Other funds holding WWD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Lido Advisors's WWD Position: Q3 2026 in Review

Lido Advisors reduced its Woodward (WWD) stake by 20% in Q3 2026, selling an estimated $73K and leaving 805 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

Lido Advisors first reported a position in WWD in Q1 2024 and has held it in 4 quarters since. The position peaked at $428K in Q2 2026. 371 funds tracked by Wall St. Rank hold WWD as of Q3 2026.

  • Lido Advisors held 805 shares of Woodward worth $265K as of Q3 2026.
  • Lido Advisors sold 201 Woodward shares in Q3 2026, an estimated $73K.
  • Woodward made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1784 holding.
  • Lido Advisors first reported a position in Woodward in Q1 2024 and has held it in 4 quarters since.
  • Lido Advisors's Woodward position peaked at $428K in Q2 2026.
  • 371 funds tracked by Wall St. Rank held Woodward as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.