Steph & Co’s Woodward WWD Stock Holding History

Steph & Co’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	$145K	Buy	440 +213	+94%	+$77.3K	0.04%	112
2026 Q2	$96.6K	Buy	+227	New	+$86.1K	0.02%	147

Other funds holding WWD

YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

MCG

McCollum Christoferson Group Amherst, New York $343M AUM 13.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

RSC

Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return

Steph & Co's WWD Position: Q3 2026 in Review

Steph & Co increased its Woodward (WWD) stake by 94% in Q3 2026, buying an estimated $77.3K and bringing the position to 440 shares worth $145K. The position accounts for 0.04% of the portfolio, ranked #112.

Steph & Co first reported a position in WWD in Q2 2026 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold WWD as of Q3 2026.

Steph & Co held 440 shares of Woodward worth $145K as of Q3 2026.
Steph & Co bought 213 Woodward shares in Q3 2026, an estimated $77.3K.
Woodward made up 0.04% of Steph & Co's portfolio in Q3 2026, its #112 holding.
Steph & Co first reported a position in Woodward in Q2 2026 and has held it in 2 quarters since.
77 funds tracked by Wall St. Rank held Woodward as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.