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Westbourne Investment Advisors’s Woodward WWD Stock Holding History

Westbourne Investment 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 		$230K Buy
+540
New +$205K 0.06% 108

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

Westbourne Investment Advisors's WWD Position: Q2 2026 in Review

Westbourne Investment Advisors opened a new position in Woodward (WWD) in Q2 2026: 540 shares worth $230K. The stake represents 0.06% of the portfolio and ranks #108 among its holdings.

754 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Westbourne Investment Advisors held 540 shares of Woodward worth $230K as of Q2 2026.
  • Woodward was a new Westbourne Investment Advisors position in Q2 2026.
  • Woodward made up 0.06% of Westbourne Investment Advisors's portfolio in Q2 2026, its #108 holding.
  • 754 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.