NewEdge Wealth’s Woodward WWD Stock Holding History

NewEdge 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	$506K	Sell	1,189 -31	-3%	-$11.8K	0.01%	854
2026 Q1	$437K	Sell	1,220 -192	-14%	-$69.1K	0.01%	855
2025 Q4	$427K	Sell	1,412 -18	-1%	-$4.95K	﹤0.01%	901
2025 Q3	$375K	Buy	1,430 +10	+0.7%	+$2.48K	0.01%	822
2025 Q2	$356K	Buy	1,420 +238	+20%	+$48.7K	0.01%	786
2025 Q1	$216K	Sell	1,182 -55	-4%	-$10.2K	﹤0.01%	873
2024 Q4	$206K	Buy	+1,237	New	+$211K	﹤0.01%	879

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

NewEdge Wealth's WWD Position: Q2 2026 in Review

NewEdge Wealth reduced its Woodward (WWD) stake by 2.5% in Q2 2026, selling an estimated $11.8K and leaving 1,189 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #854.

NewEdge Wealth first reported a position in WWD in Q4 2024 and has held it in 7 quarters since. 758 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

NewEdge Wealth held 1,189 shares of Woodward worth $506K as of Q2 2026.
NewEdge Wealth sold 31 Woodward shares in Q2 2026, an estimated $11.8K.
Woodward made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #854 holding.
NewEdge Wealth first reported a position in Woodward in Q4 2024 and has held it in 7 quarters since.
758 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.