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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
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 0.03% 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 $5.7T 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 $61.3B AUM 26.25% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return