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Summit Trail Advisors’s Woodward WWD Stock Holding History

Summit Trail Advisors’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
Q1 		$1.73M Buy
4,822
+1,809
+60% +$651K 0.02% 636
2025
Q4 		$911K Sell
3,013
-2,829
-48% -$778K 0.02% 861
2025
Q3 		$1.48M Buy
+5,842
New +$1.45M 0.02% 612

Other funds holding WWD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Summit Trail Advisors's WWD Position: Q1 2026 in Review

Summit Trail Advisors increased its Woodward (WWD) stake by 60% in Q1 2026, buying an estimated $651K and bringing the position to 4,822 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #636.

Summit Trail Advisors first reported a position in WWD in Q3 2025 and has held it in 3 quarters since. 731 funds tracked by Wall St. Rank hold WWD as of Q1 2026.

  • Summit Trail Advisors held 4,822 shares of Woodward worth $1.73M as of Q1 2026.
  • Summit Trail Advisors bought 1,809 Woodward shares in Q1 2026, an estimated $651K.
  • Woodward made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #636 holding.
  • Summit Trail Advisors first reported a position in Woodward in Q3 2025 and has held it in 3 quarters since.
  • 731 funds tracked by Wall St. Rank held Woodward as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.