PF
WWD icon

Phoenix Financial’s Woodward WWD Stock Holding History

Phoenix 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 		– Sell
-775
Closed -$277K – 582
2026
Q1 		$277K Buy
775
+80
+12% +$28.8K ﹤0.01% 400
2025
Q4 		$210K Sell
695
-180
-21% -$49.5K ﹤0.01% 440
2025
Q3 		$221K Buy
+875
New +$217K ﹤0.01% 432

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 $3.38T AUM 44.17% 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

Phoenix Financial's WWD Position: Q2 2026 in Review

Phoenix Financial sold out of Woodward (WWD) in Q2 2026, closing a stake of 775 shares — an estimated $277K sold.

Phoenix Financial first reported a position in WWD in Q3 2025 and held it in 3 quarters. The position peaked at $277K in Q1 2026. 759 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Phoenix Financial reported no remaining Woodward position as of Q2 2026 after selling out during the quarter.
  • Phoenix Financial sold 775 Woodward shares in Q2 2026, an estimated $277K.
  • Phoenix Financial first reported a position in Woodward in Q3 2025 and held it in 3 quarters.
  • Phoenix Financial's Woodward position peaked at $277K in Q1 2026.
  • 759 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.