Parisi Gray Wealth Management’s Woodward WWD Stock Holding History

Parisi Gray Wealth 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 Q2	$266K	Sell	624 -50	-7%	-$19K	0.05%	125
2026 Q1	$241K	Sell	674 -72	-10%	-$25.9K	0.06%	123
2025 Q4	$225K	Buy	+746	New	+$205K	0.05%	126
2025 Q3	–	Sell	-849	Closed	-$208K	–	132
2025 Q2	$208K	Buy	+849	New	+$174K	0.06%	115
2021 Q3	–	Sell	-755	Closed	-$93K	–	564
2021 Q2	$93K	Buy	+755	New	+$92.9K	0.03%	219
2019 Q2	–	Sell	-667	Closed	-$63K	–	466
2019 Q1	$63K	Hold	667	–	–	0.04%	188
2018 Q4	$48K	Hold	667	–	–	0.03%	208
2018 Q3	$54K	Hold	667	–	–	0.03%	214
2018 Q2	$52K	Hold	667	–	–	0.03%	227
2018 Q1	$48K	Buy	667 +140	+27%	+$10.5K	0.04%	222
2017 Q4	$41K	Buy	+527	New	+$41.1K	0.03%	246

Other funds holding WWD

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return