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Quantum Financial Advisors’s Woodward WWD Stock Holding History

Quantum Financial Advisors’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 		$248K Sell
584
-1
-0.2% -$379 0.02% 213
2026
Q1 		$209K Buy
+585
New +$211K 0.02% 224

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

Quantum Financial Advisors's WWD Position: Q2 2026 in Review

Quantum Financial Advisors reduced its Woodward (WWD) stake by 0.17% in Q2 2026, selling an estimated $379 and leaving 584 shares worth $248K. The position accounts for 0.02% of the portfolio, ranked #213.

Quantum Financial Advisors first reported a position in WWD in Q1 2026 and has held it in 2 quarters since. 754 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Quantum Financial Advisors held 584 shares of Woodward worth $248K as of Q2 2026.
  • Quantum Financial Advisors sold 1 Woodward share in Q2 2026, an estimated $379.
  • Woodward made up 0.02% of Quantum Financial Advisors's portfolio in Q2 2026, its #213 holding.
  • Quantum Financial Advisors first reported a position in Woodward in Q1 2026 and has held it in 2 quarters since.
  • 754 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.