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Root Financial Partners’s Woodward WWD Stock Holding History

Root Financial Partners’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 		– Sell
-296
Closed -$106K – 3210
2026
Q1 		$106K Buy
296
+163
+123% +$58.7K ﹤0.01% 540
2025
Q4 		$40.2K Buy
133
+25
+23% +$6.88K ﹤0.01% 809
2025
Q3 		$27.3K Buy
+108
New +$26.8K ﹤0.01% 951

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

Root Financial Partners's WWD Position: Q2 2026 in Review

Root Financial Partners sold out of Woodward (WWD) in Q2 2026, closing a stake of 296 shares — an estimated $106K sold.

Root Financial Partners first reported a position in WWD in Q3 2025 and held it in 3 quarters. The position peaked at $106K in Q1 2026. 758 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Root Financial Partners reported no remaining Woodward position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 296 Woodward shares in Q2 2026, an estimated $106K.
  • Root Financial Partners first reported a position in Woodward in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Woodward position peaked at $106K in Q1 2026.
  • 758 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.