Spectrum Planning & Advisory Services’s Woodward WWD Stock Holding History

Spectrum Planning & Advisory Services’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	$3.55M	Sell	8,338 -80	-1%	-$30.3K	1.59%	17
2026 Q1	$3.01M	Hold	8,418	–	–	1.49%	22
2025 Q4	$2.54M	Hold	8,418	–	–	1.31%	24
2025 Q3	$2.13M	Hold	8,418	–	–	1.2%	25
2025 Q2	$2.06M	Sell	8,418 -150	-2%	-$30.7K	1.33%	26
2025 Q1	$1.56M	Hold	8,568	–	–	1.3%	21
2024 Q4	$1.43M	Hold	8,568	–	–	1.24%	18
2024 Q3	$1.47M	Hold	8,568	–	–	1.41%	18
2024 Q2	$1.52M	Buy	+8,568	New	+$1.46M	1.47%	19
2023 Q4	$1.17M	Sell	8,568 -500	-6%	-$65.4K	1.65%	14
2023 Q3	$1.13M	Hold	9,068	–	–	1.78%	13
2023 Q2	$1.07M	Hold	9,068	–	–	1.61%	14
2023 Q1	$883K	Hold	9,068	–	–	1.43%	16
2022 Q4	$876K	Hold	9,068	–	–	1.2%	19
2022 Q3	$728K	Hold	9,068	–	–	0.74%	26
2022 Q2	$839K	Sell	9,068 -790	-8%	-$82.2K	0.87%	24
2022 Q1	$1.23M	Hold	9,858	–	–	1.13%	23
2021 Q4	$1.08M	Hold	9,858	–	–	0.98%	24
2021 Q3	$1.12M	Hold	9,858	–	–	1.09%	24
2021 Q2	$1.21M	Hold	9,858	–	–	1.16%	22
2021 Q1	$1.19M	Hold	9,858	–	–	1.22%	22
2020 Q4	$1.2M	Buy	+9,858	New	+$1M	1.29%	22

Other funds holding WWD

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Spectrum Planning & Advisory Services's WWD Position: Q2 2026 in Review

Spectrum Planning & Advisory Services reduced its Woodward (WWD) stake by 0.95% in Q2 2026, selling an estimated $30.3K and leaving 8,338 shares worth $3.55M. The position accounts for 1.59% of the portfolio, ranked #17.

Spectrum Planning & Advisory Services first reported a position in WWD in Q4 2020 and has held it in 22 quarters since. 86 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

Spectrum Planning & Advisory Services held 8,338 shares of Woodward worth $3.55M as of Q2 2026.
Spectrum Planning & Advisory Services sold 80 Woodward shares in Q2 2026, an estimated $30.3K.
Woodward made up 1.59% of Spectrum Planning & Advisory Services's portfolio in Q2 2026, its #17 holding.
Spectrum Planning & Advisory Services first reported a position in Woodward in Q4 2020 and has held it in 22 quarters since.
86 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.