Morton Brown Family Wealth’s Woodward WWD Stock Holding History

Morton Brown Family Wealth’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	$34K	Hold	80	–	–	0.01%	139
2026 Q1	$28.6K	Hold	80	–	–	0.01%	137
2025 Q4	$24.2K	Hold	80	–	–	0.01%	139
2025 Q3	$20.2K	Buy	+80	New	+$19.9K	0.01%	141
2023 Q2	–	Sell	-14	Closed	-$1.36K	–	296
2023 Q1	$1.36K	Buy	+14	New	+$1.41K	﹤0.01%	233

Other funds holding WWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Morton Brown Family Wealth's WWD Position: Q2 2026 in Review

Morton Brown Family Wealth held its Woodward (WWD) position steady in Q2 2026 at 80 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #139.

Morton Brown Family Wealth first reported a position in WWD in Q1 2023 and has held it in 5 quarters since. 754 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

Morton Brown Family Wealth held 80 shares of Woodward worth $34K as of Q2 2026.
Morton Brown Family Wealth left its Woodward share count unchanged in Q2 2026.
Woodward made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #139 holding.
Morton Brown Family Wealth first reported a position in Woodward in Q1 2023 and has held it in 5 quarters since.
754 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.