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 Q2	$352K	Sell	828 -1	-0.1%	-$379	0.02%	122
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 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 $3.37T AUM 44.26% 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

Wealthquest's WWD Position: Q2 2026 in Review

Wealthquest reduced its Woodward (WWD) stake by 0.12% in Q2 2026, selling an estimated $379 and leaving 828 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #122.

Wealthquest first reported a position in WWD in Q4 2018 and has held it in 14 quarters since. 758 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

Wealthquest held 828 shares of Woodward worth $352K as of Q2 2026.
Wealthquest sold 1 Woodward share in Q2 2026, an estimated $379.
Woodward made up 0.02% of Wealthquest's portfolio in Q2 2026, its #122 holding.
Wealthquest first reported a position in Woodward in Q4 2018 and has held it in 14 quarters since.
758 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.