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Merit Financial Group’s Woodward WWD Stock Holding History

Merit Financial Group’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 		$2.58M Sell
6,073
-22
-0.4% -$8.34K 0.02% 643
2026
Q1 		$2.18M Buy
6,095
+3,439
+129% +$1.24M 0.02% 643
2025
Q4 		$803K Sell
2,656
-247
-9% -$68K 0.01% 1041
2025
Q3 		$734K Sell
2,903
-108
-4% -$26.8K 0.01% 993
2025
Q2 		$738K Buy
3,011
+1,510
+101% +$309K 0.01% 920
2025
Q1 		$274K Buy
1,501
+88
+6% +$16.3K ﹤0.01% 1157
2024
Q4 		$235K Buy
+1,413
New +$241K ﹤0.01% 1033

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

Merit Financial Group's WWD Position: Q2 2026 in Review

Merit Financial Group reduced its Woodward (WWD) stake by 0.36% in Q2 2026, selling an estimated $8.34K and leaving 6,073 shares worth $2.58M. The position accounts for 0.02% of the portfolio, ranked #643.

Merit Financial Group first reported a position in WWD in Q4 2024 and has held it in 7 quarters since. 755 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Merit Financial Group held 6,073 shares of Woodward worth $2.58M as of Q2 2026.
  • Merit Financial Group sold 22 Woodward shares in Q2 2026, an estimated $8.34K.
  • Woodward made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #643 holding.
  • Merit Financial Group first reported a position in Woodward in Q4 2024 and has held it in 7 quarters since.
  • 755 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.