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Sound View Wealth Advisors Group’s Woodward WWD Stock Holding History

Sound View Wealth Advisors Group’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 		$536K Hold
1,498
– – 0.04% 264
2025
Q4 		$453K Sell
1,498
-4
-0.3% -$1.1K 0.03% 284
2025
Q3 		$380K Sell
1,502
-21
-1% -$5.22K 0.03% 314
2025
Q2 		$373K Sell
1,523
-89
-6% -$18.2K 0.03% 314
2025
Q1 		$294K Buy
1,612
+89
+6% +$16.5K 0.02% 337
2024
Q4 		$253K Buy
1,523
+10
+0.7% +$1.71K 0.02% 367
2024
Q3 		$259K Buy
+1,513
New +$252K 0.02% 362

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

Sound View Wealth Advisors Group's WWD Position: Q1 2026 in Review

Sound View Wealth Advisors Group held its Woodward (WWD) position steady in Q1 2026 at 1,498 shares worth $536K. The position accounts for 0.04% of the portfolio, ranked #264.

Sound View Wealth Advisors Group first reported a position in WWD in Q3 2024 and has held it in 7 quarters since. 731 funds tracked by Wall St. Rank hold WWD as of Q1 2026.

  • Sound View Wealth Advisors Group held 1,498 shares of Woodward worth $536K as of Q1 2026.
  • Sound View Wealth Advisors Group left its Woodward share count unchanged in Q1 2026.
  • Woodward made up 0.04% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #264 holding.
  • Sound View Wealth Advisors Group first reported a position in Woodward in Q3 2024 and has held it in 7 quarters since.
  • 731 funds tracked by Wall St. Rank held Woodward as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.