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USA Financial Formulas’s Woodward WWD Stock Holding History

USA Financial Formulas’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 		– Sell
-531
Closed -$190K – 539
2026
Q1 		$190K Sell
531
-129
-20% -$46.4K 0.04% 117
2025
Q4 		$200K Sell
660
-370
-36% -$102K 0.04% 128
2025
Q3 		$260K Buy
+1,030
New +$256K 0.05% 123
2024
Q3 		– Sell
-1,916
Closed -$334K – 372
2024
Q2 		$334K Sell
1,916
-409
-18% -$69.6K 0.05% 112
2024
Q1 		$358K Sell
2,325
-363
-14% -$51.1K 0.06% 120
2023
Q4 		$366K Buy
+2,688
New +$351K 0.06% 104
2019
Q4 		– Sell
-1,617
Closed -$174K – 326
2019
Q3 		$174K Buy
+1,617
New +$178K 0.07% 134
2017
Q1 		– Sell
-4,459
Closed -$308K – 352
2016
Q4 		$308K Buy
+4,459
New +$288K 0.08% 189
2015
Q1 		– Sell
-8,854
Closed -$436K – 242
2014
Q4 		$436K Buy
+8,854
New +$439K 0.15% 131

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 $3.37T AUM 44.26% 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

USA Financial Formulas's WWD Position: Q2 2026 in Review

USA Financial Formulas sold out of Woodward (WWD) in Q2 2026, closing a stake of 531 shares — an estimated $190K sold.

USA Financial Formulas first reported a position in WWD in Q4 2014 and held it in 9 quarters. The position peaked at $436K in Q4 2014. 754 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • USA Financial Formulas reported no remaining Woodward position as of Q2 2026 after selling out during the quarter.
  • USA Financial Formulas sold 531 Woodward shares in Q2 2026, an estimated $190K.
  • USA Financial Formulas first reported a position in Woodward in Q4 2014 and held it in 9 quarters.
  • USA Financial Formulas's Woodward position peaked at $436K in Q4 2014.
  • 754 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.