True Wealth Design’s Woodward WWD Stock Holding History

True Wealth Design’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	$69.7K	Sell	212 -4	-2%	-$1.45K	0.02%	395
2026 Q2	$91.9K	Buy	216 +16	+8%	+$6.07K	0.02%	277
2026 Q1	$71.6K	Buy	200 +37	+23%	+$13.3K	0.02%	298
2025 Q4	$49.3K	Buy	163 +3	+2%	+$826	0.01%	338
2025 Q3	$40.4K	Buy	160 +138	+627%	+$34.3K	0.01%	378
2025 Q2	$5.39K	Sell	22 -176	-89%	-$36K	﹤0.01%	777
2025 Q1	$36.1K	Buy	198 +6	+3%	+$1.11K	0.01%	249
2024 Q4	$32K	Buy	192 +27	+16%	+$4.61K	0.01%	254
2024 Q3	$28.3K	Buy	+165	New	+$27.5K	0.01%	263

Other funds holding WWD

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

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

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

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

Covea Finance Paris, France $3.07B AUM 27.46% 1-Year Est. Return

MCG

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

True Wealth Design's WWD Position: Q3 2026 in Review

True Wealth Design reduced its Woodward (WWD) stake by 1.9% in Q3 2026, selling an estimated $1.45K and leaving 212 shares worth $69.7K. The position accounts for 0.02% of the portfolio, ranked #395.

True Wealth Design first reported a position in WWD in Q3 2024 and has held it in 9 quarters since. The position peaked at $91.9K in Q2 2026. 106 funds tracked by Wall St. Rank hold WWD as of Q3 2026.

True Wealth Design held 212 shares of Woodward worth $69.7K as of Q3 2026.
True Wealth Design sold 4 Woodward shares in Q3 2026, an estimated $1.45K.
Woodward made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #395 holding.
True Wealth Design first reported a position in Woodward in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Woodward position peaked at $91.9K in Q2 2026.
106 funds tracked by Wall St. Rank held Woodward as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.