Waverly Advisors’s Woodward WWD Stock Holding History

Waverly 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	$251K	Buy	591 +15	+3%	+$5.69K	﹤0.01%	1509
2026 Q1	$206K	Buy	+576	New	+$207K	﹤0.01%	1477

Other funds holding WWD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Waverly Advisors's WWD Position: Q2 2026 in Review

Waverly Advisors increased its Woodward (WWD) stake by 2.6% in Q2 2026, buying an estimated $5.69K and bringing the position to 591 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Waverly Advisors first reported a position in WWD in Q1 2026 and has held it in 2 quarters since. 759 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

Waverly Advisors held 591 shares of Woodward worth $251K as of Q2 2026.
Waverly Advisors bought 15 Woodward shares in Q2 2026, an estimated $5.69K.
Woodward made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1509 holding.
Waverly Advisors first reported a position in Woodward in Q1 2026 and has held it in 2 quarters since.
759 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.