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Planning Strategies’s Woodward WWD Stock Holding History

Planning Strategies’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 		$50.2K Buy
+118
New +$44.8K 0.03% 156

Other funds holding WWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Planning Strategies's WWD Position: Q2 2026 in Review

Planning Strategies opened a new position in Woodward (WWD) in Q2 2026: 118 shares worth $50.2K. The stake represents 0.03% of the portfolio and ranks #156 among its holdings.

698 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Planning Strategies held 118 shares of Woodward worth $50.2K as of Q2 2026.
  • Woodward was a new Planning Strategies position in Q2 2026.
  • Woodward made up 0.03% of Planning Strategies's portfolio in Q2 2026, its #156 holding.
  • 698 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.