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Mission Wealth Management’s Woodward WWD Stock Holding History

Mission Wealth Management’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 		$2.02M Buy
4,747
+2,312
+95% +$877K 0.02% 305
2026
Q1 		$872K Sell
2,435
-994
-29% -$358K 0.02% 351
2025
Q4 		$1.04M Buy
3,429
+84
+3% +$23.1K 0.02% 330
2025
Q3 		$845K Buy
3,345
+4
+0.1% +$994 0.02% 370
2025
Q2 		$819K Sell
3,341
-2
-0.1% -$409 0.02% 360
2025
Q1 		$610K Buy
+3,343
New +$618K 0.02% 409

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

Mission Wealth Management's WWD Position: Q2 2026 in Review

Mission Wealth Management increased its Woodward (WWD) stake by 95% in Q2 2026, buying an estimated $877K and bringing the position to 4,747 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #305.

Mission Wealth Management first reported a position in WWD in Q1 2025 and has held it in 6 quarters since. 758 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Mission Wealth Management held 4,747 shares of Woodward worth $2.02M as of Q2 2026.
  • Mission Wealth Management bought 2,312 Woodward shares in Q2 2026, an estimated $877K.
  • Woodward made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #305 holding.
  • Mission Wealth Management first reported a position in Woodward in Q1 2025 and has held it in 6 quarters since.
  • 758 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.