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Sendero Wealth Management’s Woodward WWD Stock Holding History

Sendero Wealth Management’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
-2,771
Closed -$992K – 221
2026
Q1 		$992K Sell
2,771
-2,139
-44% -$770K 0.11% 104
2025
Q4 		$1.48M Sell
4,910
-49
-1% -$13.5K 0.16% 78
2025
Q3 		$1.25M Sell
4,959
-511
-9% -$127K 0.15% 82
2025
Q2 		$1.34M Hold
5,470
– – 0.17% 80
2025
Q1 		$998K Buy
5,470
+476
+10% +$88K 0.14% 88
2024
Q4 		$831K Hold
4,994
– – 0.12% 95
2024
Q3 		$857K Buy
4,994
+639
+15% +$106K 0.14% 91
2024
Q2 		$759K Buy
4,355
+842
+24% +$143K 0.13% 91
2024
Q1 		$541K Sell
3,513
-1,451
-29% -$204K 0.09% 118
2023
Q4 		$676K Buy
4,964
+197
+4% +$25.8K 0.13% 105
2023
Q3 		$592K Buy
4,767
+355
+8% +$44.3K 0.13% 100
2023
Q2 		$525K Buy
4,412
+266
+6% +$28.2K 0.11% 106
2023
Q1 		$404K Sell
4,146
-349
-8% -$35.1K 0.12% 77
2022
Q4 		$434K Buy
4,495
+898
+25% +$83K 0.15% 74
2022
Q3 		$288K Buy
3,597
+1,091
+44% +$103K 0.12% 77
2022
Q2 		$231K Buy
+2,506
New +$261K 0.22% 85

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

Sendero Wealth Management's WWD Position: Q2 2026 in Review

Sendero Wealth Management sold out of Woodward (WWD) in Q2 2026, closing a stake of 2,771 shares — an estimated $992K sold.

Sendero Wealth Management first reported a position in WWD in Q2 2022 and held it in 16 quarters. The position peaked at $1.48M in Q4 2025. 758 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Sendero Wealth Management reported no remaining Woodward position as of Q2 2026 after selling out during the quarter.
  • Sendero Wealth Management sold 2,771 Woodward shares in Q2 2026, an estimated $992K.
  • Sendero Wealth Management first reported a position in Woodward in Q2 2022 and held it in 16 quarters.
  • Sendero Wealth Management's Woodward position peaked at $1.48M in Q4 2025.
  • 758 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.