Thurston Springer Miller Herd & Titak’s Woodward WWD Stock Holding History

Thurston Springer Miller Herd & Titak’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	$61.7K	Hold	145	–	–	0.02%	432
2026 Q1	$51.9K	Hold	145	–	–	0.02%	528
2025 Q4	$43.8K	Buy	+145	New	+$39.9K	0.02%	524
2025 Q3	–	Sell	-169	Closed	-$41.4K	–	1373
2025 Q2	$41.4K	Hold	169	–	–	0.01%	734
2025 Q1	$30.8K	Buy	169 +162	+2,314%	+$30K	0.01%	753
2024 Q4	$1.16K	Hold	7	–	–	﹤0.01%	1192
2024 Q3	$1.2K	Hold	7	–	–	﹤0.01%	1389
2024 Q2	$1.22K	Buy	+7	New	+$1.19K	﹤0.01%	1363

Other funds holding WWD

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return

Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Financial Planning Fort Collins Fort Collins, Colorado $127M AUM