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Night Owl Capital Management’s Woodward WWD Stock Holding History

Night Owl Capital 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
Q1 		$44.8M Buy
125,228
+843
+0.7% +$304K 5.22% 8
2025
Q4 		$37.6M Buy
124,385
+2,018
+2% +$555K 4.12% 11
2025
Q3 		$30.9M Buy
122,367
+43,496
+55% +$10.8M 3.37% 13
2025
Q2 		$19.3M Buy
+78,871
New +$16.1M 2.24% 18

Other funds holding WWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Night Owl Capital Management's WWD Position: Q1 2026 in Review

Night Owl Capital Management increased its Woodward (WWD) stake by 0.68% in Q1 2026, buying an estimated $304K and bringing the position to 125,228 shares worth $44.8M. The position accounts for 5.22% of the portfolio, ranked #8.

Night Owl Capital Management first reported a position in WWD in Q2 2025 and has held it in 4 quarters since. 733 funds tracked by Wall St. Rank hold WWD as of Q1 2026.

  • Night Owl Capital Management held 125,228 shares of Woodward worth $44.8M as of Q1 2026.
  • Night Owl Capital Management bought 843 Woodward shares in Q1 2026, an estimated $304K.
  • Woodward made up 5.22% of Night Owl Capital Management's portfolio in Q1 2026, its #8 holding.
  • Night Owl Capital Management first reported a position in Woodward in Q2 2025 and has held it in 4 quarters since.
  • 733 funds tracked by Wall St. Rank held Woodward as of Q1 2026.

Based on Night Owl Capital Management's 13F filing for Q1 2026, filed 15 May 2026.