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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
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 $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

Sendero Wealth Management's WWD Position: Q1 2026 in Review

Sendero Wealth Management reduced its Woodward (WWD) stake by 44% in Q1 2026, selling an estimated $770K and leaving 2,771 shares worth $992K. The position accounts for 0.11% of the portfolio, ranked #104.

Sendero Wealth Management first reported a position in WWD in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.48M in Q4 2025. 731 funds tracked by Wall St. Rank hold WWD as of Q1 2026.

  • Sendero Wealth Management held 2,771 shares of Woodward worth $992K as of Q1 2026.
  • Sendero Wealth Management sold 2,139 Woodward shares in Q1 2026, an estimated $770K.
  • Woodward made up 0.11% of Sendero Wealth Management's portfolio in Q1 2026, its #104 holding.
  • Sendero Wealth Management first reported a position in Woodward in Q2 2022 and has held it in 16 quarters since.
  • Sendero Wealth Management's Woodward position peaked at $1.48M in Q4 2025.
  • 731 funds tracked by Wall St. Rank held Woodward as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.