Spire Wealth Management’s Woodward WWD Stock Holding History

Spire 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 Q3	$13.8K	Hold	42	–	–	﹤0.01%	1511
2026 Q2	$17.9K	Hold	42	–	–	﹤0.01%	1475
2026 Q1	$15K	Hold	42	–	–	﹤0.01%	1505
2025 Q4	$12.7K	Hold	42	–	–	﹤0.01%	1637
2025 Q3	$10.6K	Hold	42	–	–	﹤0.01%	1727
2025 Q2	$10.3K	Hold	42	–	–	﹤0.01%	1711
2025 Q1	$7.66K	Hold	42	–	–	﹤0.01%	1924
2024 Q4	$6.99K	Hold	42	–	–	﹤0.01%	1954
2024 Q3	$7.2K	Hold	42	–	–	﹤0.01%	1731
2024 Q2	$7.32K	Hold	42	–	–	﹤0.01%	1729
2024 Q1	$6.47K	Hold	42	–	–	﹤0.01%	1865
2023 Q4	$5.72K	Sell	42 -18	-30%	-$2.35K	﹤0.01%	1922
2023 Q3	$7.46K	Hold	60	–	–	﹤0.01%	1822
2023 Q2	$7.14K	Hold	60	–	–	﹤0.01%	1906
2023 Q1	$5.84K	Hold	60	–	–	﹤0.01%	1997
2022 Q4	$6K	Buy	60 +18	+43%	+$1.66K	﹤0.01%	1803
2022 Q3	$3K	Sell	42 -18	-30%	-$1.7K	﹤0.01%	1905
2022 Q2	$6K	Hold	60	–	–	﹤0.01%	2097
2022 Q1	$7K	Buy	60 +42	+233%	+$4.94K	﹤0.01%	2169
2021 Q4	$2K	Hold	18	–	–	﹤0.01%	2821
2021 Q3	$2K	Sell	18 -18	-50%	-$2.14K	﹤0.01%	2496
2021 Q2	$4K	Sell	36 -28	-44%	-$3.45K	﹤0.01%	2385
2021 Q1	$3K	Buy	+64	New	+$7.63K	﹤0.01%	2787

Other funds holding WWD

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Spire Wealth Management's WWD Position: Q3 2026 in Review

Spire Wealth Management held its Woodward (WWD) position steady in Q3 2026 at 42 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

Spire Wealth Management first reported a position in WWD in Q1 2021 and has held it in 23 quarters since. The position peaked at $17.9K in Q2 2026. 371 funds tracked by Wall St. Rank hold WWD as of Q3 2026.

Spire Wealth Management held 42 shares of Woodward worth $13.8K as of Q3 2026.
Spire Wealth Management left its Woodward share count unchanged in Q3 2026.
Woodward made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1511 holding.
Spire Wealth Management first reported a position in Woodward in Q1 2021 and has held it in 23 quarters since.
Spire Wealth Management's Woodward position peaked at $17.9K in Q2 2026.
371 funds tracked by Wall St. Rank held Woodward as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.