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Sequoia Financial Advisors’s Woodward WWD Stock Holding History

Sequoia Financial 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 		$10.9M Buy
25,680
+5,148
+25% +$1.95M 0.05% 208
2026
Q1 		$7.35M Sell
20,532
-972
-5% -$350K 0.04% 253
2025
Q4 		$6.5M Buy
21,504
+1,933
+10% +$532K 0.04% 273
2025
Q3 		$4.95M Buy
19,571
+1,007
+5% +$250K 0.03% 309
2025
Q2 		$4.55M Buy
18,564
+1,652
+10% +$338K 0.03% 297
2025
Q1 		$3.09M Buy
16,912
+1,335
+9% +$247K 0.02% 352
2024
Q4 		$2.59M Buy
15,577
+1,628
+12% +$278K 0.02% 359
2024
Q3 		$2.39M Buy
13,949
+315
+2% +$52.4K 0.03% 339
2024
Q2 		$2.38M Buy
13,634
+484
+4% +$82.4K 0.03% 293
2024
Q1 		$2.03M Sell
13,150
-436
-3% -$61.4K 0.03% 322
2023
Q4 		$1.85M Buy
+13,586
New +$1.78M 0.02% 367

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

Sequoia Financial Advisors's WWD Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Woodward (WWD) stake by 25% in Q2 2026, buying an estimated $1.95M and bringing the position to 25,680 shares worth $10.9M. The position accounts for 0.05% of the portfolio, ranked #208.

Sequoia Financial Advisors first reported a position in WWD in Q4 2023 and has held it in 11 quarters since. 758 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Sequoia Financial Advisors held 25,680 shares of Woodward worth $10.9M as of Q2 2026.
  • Sequoia Financial Advisors bought 5,148 Woodward shares in Q2 2026, an estimated $1.95M.
  • Woodward made up 0.05% of Sequoia Financial Advisors's portfolio in Q2 2026, its #208 holding.
  • Sequoia Financial Advisors first reported a position in Woodward in Q4 2023 and has held it in 11 quarters since.
  • 758 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.