W
WWD icon

Wealthquest’s Woodward WWD Stock Holding History

Wealthquest’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
Q1 		$297K Sell
829
-24
-3% -$8.64K 0.02% 114
2025
Q4 		$258K Buy
+853
New +$235K 0.02% 118
2025
Q3 		– Sell
-853
Closed -$209K – 134
2025
Q2 		$209K Buy
+853
New +$174K 0.02% 133
2023
Q3 		– Sell
-1,802
Closed -$214K – 130
2023
Q2 		$214K Buy
+1,802
New +$191K 0.03% 116
2021
Q4 		– Sell
-1,802
Closed -$203K – 146
2021
Q3 		$203K Sell
1,802
-448
-20% -$53.2K 0.03% 132
2021
Q2 		$276K Hold
2,250
– – 0.05% 118
2021
Q1 		$271K Hold
2,250
– – 0.05% 113
2020
Q4 		$273K Buy
+2,250
New +$228K 0.06% 106
2019
Q4 		$266K Sell
2,250
-750
-25% -$84.7K 0.08% 110
2019
Q3 		$323K Hold
3,000
– – 0.11% 96
2019
Q2 		$339K Hold
3,000
– – 0.13% 93
2019
Q1 		$284K Hold
3,000
– – 0.11% 102
2018
Q4 		$222K Buy
+3,000
New +$231K 0.09% 118

Other funds holding WWD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return