VWA
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Valued Wealth Advisors’s Woodward WWD Stock Holding History

Valued Wealth 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 		$2.56K Sell
6
-1
-14% -$379 ﹤0.01% 615
2026
Q1 		$2.51K Buy
7
+3
+75% +$1.08K ﹤0.01% 516
2025
Q4 		$1.21K Hold
4
– – ﹤0.01% 449
2025
Q3 		$1.01K Hold
4
– – ﹤0.01% 455
2025
Q2 		$982 Hold
4
– – ﹤0.01% 451
2025
Q1 		$731 Hold
4
– – ﹤0.01% 516
2024
Q4 		$666 Hold
4
– – ﹤0.01% 526
2024
Q3 		$687 Hold
4
– – ﹤0.01% 509
2024
Q2 		$698 Hold
4
– – ﹤0.01% 474
2024
Q1 		$617 Buy
+4
New +$563 ﹤0.01% 481

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

Valued Wealth Advisors's WWD Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Woodward (WWD) stake by 14% in Q2 2026, selling an estimated $379 and leaving 6 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

Valued Wealth Advisors first reported a position in WWD in Q1 2024 and has held it in 10 quarters since. 759 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Valued Wealth Advisors held 6 shares of Woodward worth $2.56K as of Q2 2026.
  • Valued Wealth Advisors sold 1 Woodward share in Q2 2026, an estimated $379.
  • Woodward made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #615 holding.
  • Valued Wealth Advisors first reported a position in Woodward in Q1 2024 and has held it in 10 quarters since.
  • 759 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.