Principia Wealth Advisory’s Woodward WWD Stock Holding History

Principia Wealth Advisory’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	$851	Hold	2	–	–	﹤0.01%	799
2026 Q1	$716	Buy	2 +1	+100%	+$360	﹤0.01%	783
2025 Q4	$302	Hold	1	–	–	﹤0.01%	887
2025 Q3	$253	Hold	1	–	–	﹤0.01%	881
2025 Q2	$245	Buy	+1	New	+$205	﹤0.01%	871

Other funds holding WWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Principia Wealth Advisory's WWD Position: Q2 2026 in Review

Principia Wealth Advisory held its Woodward (WWD) position steady in Q2 2026 at 2 shares worth $851. The position accounts for ﹤0.01% of the portfolio, ranked #799.

Principia Wealth Advisory first reported a position in WWD in Q2 2025 and has held it in 5 quarters since. 757 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

Principia Wealth Advisory held 2 shares of Woodward worth $851 as of Q2 2026.
Principia Wealth Advisory left its Woodward share count unchanged in Q2 2026.
Woodward made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #799 holding.
Principia Wealth Advisory first reported a position in Woodward in Q2 2025 and has held it in 5 quarters since.
757 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.