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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
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
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

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

SHP Wealth Management increased its Woodward (WWD) stake by 25% in Q1 2026, buying an estimated $720 and bringing the position to 10 shares worth $3.58K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

SHP Wealth Management first reported a position in WWD in Q4 2025 and has held it in 2 quarters since. 733 funds tracked by Wall St. Rank hold WWD as of Q1 2026.

  • SHP Wealth Management held 10 shares of Woodward worth $3.58K as of Q1 2026.
  • SHP Wealth Management bought 2 Woodward shares in Q1 2026, an estimated $720.
  • Woodward made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1144 holding.
  • SHP Wealth Management first reported a position in Woodward in Q4 2025 and has held it in 2 quarters since.
  • 733 funds tracked by Wall St. Rank held Woodward as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.