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Perigon Wealth Management’s Woodward WWD Stock Holding History

Perigon 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 		$547K Buy
1,286
+157
+14% +$59.5K 0.01% 845
2026
Q1 		$404K Buy
1,129
+47
+4% +$16.9K 0.01% 897
2025
Q4 		$327K Buy
+1,082
New +$298K 0.01% 979

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

Perigon Wealth Management's WWD Position: Q2 2026 in Review

Perigon Wealth Management increased its Woodward (WWD) stake by 14% in Q2 2026, buying an estimated $59.5K and bringing the position to 1,286 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #845.

Perigon Wealth Management first reported a position in WWD in Q4 2025 and has held it in 3 quarters since. 758 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Perigon Wealth Management held 1,286 shares of Woodward worth $547K as of Q2 2026.
  • Perigon Wealth Management bought 157 Woodward shares in Q2 2026, an estimated $59.5K.
  • Woodward made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #845 holding.
  • Perigon Wealth Management first reported a position in Woodward in Q4 2025 and has held it in 3 quarters since.
  • 758 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.