Perigon Wealth Management
WWD icon

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
Q3 		$342K Sell
1,041
-245
-19% -$88.9K 0.01% 1077
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

Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
EULAV Asset Management
EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Perigon Wealth Management's WWD Position: Q3 2026 in Review

Perigon Wealth Management reduced its Woodward (WWD) stake by 19% in Q3 2026, selling an estimated $88.9K and leaving 1,041 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #1077.

Perigon Wealth Management first reported a position in WWD in Q4 2025 and has held it in 4 quarters since. The position peaked at $547K in Q2 2026. 126 funds tracked by Wall St. Rank hold WWD as of Q3 2026.

  • Perigon Wealth Management held 1,041 shares of Woodward worth $342K as of Q3 2026.
  • Perigon Wealth Management sold 245 Woodward shares in Q3 2026, an estimated $88.9K.
  • Woodward made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1077 holding.
  • Perigon Wealth Management first reported a position in Woodward in Q4 2025 and has held it in 4 quarters since.
  • Perigon Wealth Management's Woodward position peaked at $547K in Q2 2026.
  • 126 funds tracked by Wall St. Rank held Woodward as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.