TFC Financial Management’s Woodward WWD Stock Holding History

TFC Financial 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 Q1	$41.5K	Hold	116	–	–	0.01%	292
2025 Q4	$35.1K	Hold	116	–	–	﹤0.01%	305
2025 Q3	$29.3K	Hold	116	–	–	﹤0.01%	316
2025 Q2	$28.4K	Hold	116	–	–	﹤0.01%	309
2025 Q1	$21.2K	Sell	116 -135	-54%	-$25K	﹤0.01%	317
2024 Q4	$41.8K	Hold	251	–	–	0.01%	260
2024 Q3	$43K	Hold	251	–	–	0.01%	266
2024 Q2	$43.8K	Hold	251	–	–	0.01%	244
2024 Q1	$38.7K	Buy	251 +1	+0.4%	+$141	0.01%	251
2023 Q4	$34K	Hold	250	–	–	0.01%	252
2023 Q3	$31.1K	Sell	250 -200	-44%	-$25K	0.01%	251
2023 Q2	$53.5K	Hold	450	–	–	0.01%	213
2023 Q1	$43.8K	Hold	450	–	–	0.01%	246
2022 Q4	$43.5K	Buy	+450	New	+$41.6K	0.01%	209

Other funds holding WWD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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 $61.3B AUM 26.25% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return