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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Root Financial Partners's WWD Position: Q1 2026 in Review

Root Financial Partners increased its Woodward (WWD) stake by 123% in Q1 2026, buying an estimated $58.7K and bringing the position to 296 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Root Financial Partners first reported a position in WWD in Q3 2025 and has held it in 3 quarters since. 732 funds tracked by Wall St. Rank hold WWD as of Q1 2026.

  • Root Financial Partners held 296 shares of Woodward worth $106K as of Q1 2026.
  • Root Financial Partners bought 163 Woodward shares in Q1 2026, an estimated $58.7K.
  • Woodward made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #540 holding.
  • Root Financial Partners first reported a position in Woodward in Q3 2025 and has held it in 3 quarters since.
  • 732 funds tracked by Wall St. Rank held Woodward as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.