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Pinnacle Wealth Planning Services’s Woodward WWD Stock Holding History

Pinnacle Wealth Planning Services’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 		$7.23K Buy
17
+3
+21% +$1.14K ﹤0.01% 2188
2026
Q1 		$5.01K Buy
14
+4
+40% +$1.44K ﹤0.01% 2262
2025
Q4 		$3.02K Buy
+10
New +$2.75K ﹤0.01% 2400
2021
Q1 		– Sell
-851
Closed -$103K – 1977
2020
Q4 		$103K Buy
+851
New +$86.4K 0.02% 456

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

Pinnacle Wealth Planning Services's WWD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Woodward (WWD) stake by 21% in Q2 2026, buying an estimated $1.14K and bringing the position to 17 shares worth $7.23K. The position accounts for ﹤0.01% of the portfolio, ranked #2188.

Pinnacle Wealth Planning Services first reported a position in WWD in Q4 2020 and has held it in 4 quarters since. The position peaked at $103K in Q4 2020. 758 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 17 shares of Woodward worth $7.23K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 3 Woodward shares in Q2 2026, an estimated $1.14K.
  • Woodward made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2188 holding.
  • Pinnacle Wealth Planning Services first reported a position in Woodward in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Woodward position peaked at $103K in Q4 2020.
  • 758 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.