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 Q2	$506K	Sell	1,189 -309	-21%	-$117K	0.03%	281
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 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 $3.37T AUM 44.26% 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

Sound View Wealth Advisors Group's WWD Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Woodward (WWD) stake by 21% in Q2 2026, selling an estimated $117K and leaving 1,189 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #281.

Sound View Wealth Advisors Group first reported a position in WWD in Q3 2024 and has held it in 8 quarters since. The position peaked at $536K in Q1 2026. 758 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

Sound View Wealth Advisors Group held 1,189 shares of Woodward worth $506K as of Q2 2026.
Sound View Wealth Advisors Group sold 309 Woodward shares in Q2 2026, an estimated $117K.
Woodward made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #281 holding.
Sound View Wealth Advisors Group first reported a position in Woodward in Q3 2024 and has held it in 8 quarters since.
Sound View Wealth Advisors Group's Woodward position peaked at $536K in Q1 2026.
758 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.