SHP Wealth Management’s Woodward WWD Stock Holding History

SHP 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	$4.25K	Hold	10	–	–	﹤0.01%	1196
2026 Q1	$3.58K	Buy	10 +2	+25%	+$720	﹤0.01%	1144
2025 Q4	$2.42K	Buy	+8	New	+$2.2K	﹤0.01%	1098

Other funds holding WWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

SHP Wealth Management held its Woodward (WWD) position steady in Q2 2026 at 10 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

SHP Wealth Management first reported a position in WWD in Q4 2025 and has held it in 3 quarters since. 759 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

SHP Wealth Management held 10 shares of Woodward worth $4.25K as of Q2 2026.
SHP Wealth Management left its Woodward share count unchanged in Q2 2026.
Woodward made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1196 holding.
SHP Wealth Management first reported a position in Woodward in Q4 2025 and has held it in 3 quarters since.
759 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.