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WWD icon

Optimize Financial’s Woodward WWD Stock Holding History

Optimize Financial’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 		$396K Sell
931
-3
-0.3% -$1.14K 0.14% 213
2026
Q1 		$334K Sell
934
-387
-29% -$139K 0.16% 237
2025
Q4 		$399K Buy
1,321
+16
+1% +$4.4K 0.2% 211
2025
Q3 		$330K Buy
1,305
+100
+8% +$24.8K 0.17% 244
2025
Q2 		$295K Sell
1,205
-8
-0.7% -$1.64K 0.18% 162
2025
Q1 		$221K Sell
1,213
-96
-7% -$17.8K 0.08% 171
2024
Q4 		$218K Buy
+1,309
New +$224K 0.16% 201

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

Optimize Financial's WWD Position: Q2 2026 in Review

Optimize Financial reduced its Woodward (WWD) stake by 0.32% in Q2 2026, selling an estimated $1.14K and leaving 931 shares worth $396K. The position accounts for 0.14% of the portfolio, ranked #213.

Optimize Financial first reported a position in WWD in Q4 2024 and has held it in 7 quarters since. The position peaked at $399K in Q4 2025. 758 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Optimize Financial held 931 shares of Woodward worth $396K as of Q2 2026.
  • Optimize Financial sold 3 Woodward shares in Q2 2026, an estimated $1.14K.
  • Woodward made up 0.14% of Optimize Financial's portfolio in Q2 2026, its #213 holding.
  • Optimize Financial first reported a position in Woodward in Q4 2024 and has held it in 7 quarters since.
  • Optimize Financial's Woodward position peaked at $399K in Q4 2025.
  • 758 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.