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Moneta Group Investment Advisors’s Woodward WWD Stock Holding History

Moneta Group Investment 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 		$526K Hold
1,236
– – ﹤0.01% 531
2026
Q1 		$442K Sell
1,236
-88
-7% -$31.7K ﹤0.01% 540
2025
Q4 		$400K Buy
1,324
+75
+6% +$20.6K ﹤0.01% 558
2025
Q3 		$316K Buy
1,249
+13
+1% +$3.23K ﹤0.01% 605
2025
Q2 		$303K Buy
+1,236
New +$253K ﹤0.01% 560
2018
Q2 		– Sell
-250
Closed -$18K – 643
2018
Q1 		$18K Hold
250
– – ﹤0.01% 413
2017
Q4 		$19K Buy
+250
New +$19.5K ﹤0.01% 319
2015
Q4 		– Sell
-250
Closed -$10K – 427
2015
Q3 		$10K Buy
+250
New +$11.8K ﹤0.01% 423

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

Moneta Group Investment Advisors's WWD Position: Q2 2026 in Review

Moneta Group Investment Advisors held its Woodward (WWD) position steady in Q2 2026 at 1,236 shares worth $526K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Moneta Group Investment Advisors first reported a position in WWD in Q3 2015 and has held it in 8 quarters since. 758 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Moneta Group Investment Advisors held 1,236 shares of Woodward worth $526K as of Q2 2026.
  • Moneta Group Investment Advisors left its Woodward share count unchanged in Q2 2026.
  • Woodward made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #531 holding.
  • Moneta Group Investment Advisors first reported a position in Woodward in Q3 2015 and has held it in 8 quarters since.
  • 758 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.