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United Capital Financial Advisors’s Woodward WWD Stock Holding History

United Capital Financial 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
Q2 		$297K Sell
697
-247
-26% -$93.7K ﹤0.01% 1367
2026
Q1 		$338K Buy
+944
New +$340K ﹤0.01% 1277
2019
Q4 		– Sell
-1,898
Closed -$205K – 1435
2019
Q3 		$205K Buy
+1,898
New +$209K ﹤0.01% 1192

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 $3.38T AUM 44.17% 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

United Capital Financial Advisors's WWD Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Woodward (WWD) stake by 26% in Q2 2026, selling an estimated $93.7K and leaving 697 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

United Capital Financial Advisors first reported a position in WWD in Q3 2019 and has held it in 3 quarters since. The position peaked at $338K in Q1 2026. 759 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • United Capital Financial Advisors held 697 shares of Woodward worth $297K as of Q2 2026.
  • United Capital Financial Advisors sold 247 Woodward shares in Q2 2026, an estimated $93.7K.
  • Woodward made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1367 holding.
  • United Capital Financial Advisors first reported a position in Woodward in Q3 2019 and has held it in 3 quarters since.
  • United Capital Financial Advisors's Woodward position peaked at $338K in Q1 2026.
  • 759 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.