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Summit Financial’s Woodward WWD Stock Holding History

Summit Financial’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 		$459K Buy
1,080
+51
+5% +$19.3K 0.01% 1130
2026
Q1 		$368K Sell
1,029
-114
-10% -$41K ﹤0.01% 1099
2025
Q4 		$346K Sell
1,143
-62
-5% -$17.1K 0.01% 1020
2025
Q3 		$305K Sell
1,205
-24
-2% -$5.96K ﹤0.01% 1057
2025
Q2 		$301K Sell
1,229
-57
-4% -$11.7K 0.01% 679
2025
Q1 		$235K Sell
1,286
-38
-3% -$7.03K 0.01% 662
2024
Q4 		$220K Buy
1,324
+81
+7% +$13.8K 0.01% 604
2024
Q3 		$213K Buy
+1,243
New +$207K 0.01% 515

Other funds holding WWD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Summit Financial's WWD Position: Q2 2026 in Review

Summit Financial increased its Woodward (WWD) stake by 5% in Q2 2026, buying an estimated $19.3K and bringing the position to 1,080 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #1130.

Summit Financial first reported a position in WWD in Q3 2024 and has held it in 8 quarters since. 757 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Summit Financial held 1,080 shares of Woodward worth $459K as of Q2 2026.
  • Summit Financial bought 51 Woodward shares in Q2 2026, an estimated $19.3K.
  • Woodward made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1130 holding.
  • Summit Financial first reported a position in Woodward in Q3 2024 and has held it in 8 quarters since.
  • 757 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.