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Regal Investment Advisors’s Woodward WWD Stock Holding History

Regal Investment 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 		$1.26M Sell
2,966
-111
-4% -$42.1K 0.07% 276
2026
Q1 		$1.1M Buy
3,077
+1
+0% +$360 0.06% 273
2025
Q4 		$930K Sell
3,076
-140
-4% -$38.5K 0.06% 293
2025
Q3 		$813K Buy
3,216
+1
+0% +$248 0.05% 299
2025
Q2 		$788K Sell
3,215
-104
-3% -$21.3K 0.06% 274
2025
Q1 		$606K Buy
3,319
+3
+0.1% +$555 0.05% 289
2024
Q4 		$552K Sell
3,316
-179
-5% -$30.6K 0.04% 307
2024
Q3 		$599K Sell
3,495
-18
-0.5% -$3K 0.04% 321
2024
Q2 		$613K Buy
3,513
+1
+0% +$170 0.04% 320
2024
Q1 		$541K Hold
3,512
– – 0.04% 341
2023
Q4 		$478K Buy
3,512
+1
+0% +$131 0.04% 331
2023
Q3 		$436K Hold
3,511
– – 0.04% 312
2023
Q2 		$417K Buy
3,511
+301
+9% +$31.9K 0.04% 328
2023
Q1 		$313K Buy
3,210
+18
+0.6% +$1.81K 0.03% 381
2022
Q4 		$308K Buy
3,192
+1
+0% +$92 0.03% 371
2022
Q3 		$256K Buy
3,191
+20
+0.6% +$1.89K 0.03% 395
2022
Q2 		$293K Buy
3,171
+61
+2% +$6.35K 0.03% 376
2022
Q1 		$388K Hold
3,110
– – 0.04% 354
2021
Q4 		$340K Buy
3,110
+1
+0% +$112 0.03% 400
2021
Q3 		$352K Hold
3,109
– – 0.03% 389
2021
Q2 		$382K Buy
+3,109
New +$383K 0.04% 367
2021
Q1 		– Sell
-3,109
Closed -$378K – 441
2020
Q4 		$378K Buy
+3,109
New +$315K 0.04% 322

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

Regal Investment Advisors's WWD Position: Q2 2026 in Review

Regal Investment Advisors reduced its Woodward (WWD) stake by 3.6% in Q2 2026, selling an estimated $42.1K and leaving 2,966 shares worth $1.26M. The position accounts for 0.07% of the portfolio, ranked #276.

Regal Investment Advisors first reported a position in WWD in Q4 2020 and has held it in 22 quarters since. 757 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Regal Investment Advisors held 2,966 shares of Woodward worth $1.26M as of Q2 2026.
  • Regal Investment Advisors sold 111 Woodward shares in Q2 2026, an estimated $42.1K.
  • Woodward made up 0.07% of Regal Investment Advisors's portfolio in Q2 2026, its #276 holding.
  • Regal Investment Advisors first reported a position in Woodward in Q4 2020 and has held it in 22 quarters since.
  • 757 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.