WWA
WWD icon

Wingate Wealth Advisors’s Woodward WWD Stock Holding History

Wingate 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 		– Sell
-638
Closed -$228K – 132
2026
Q1 		$228K Buy
+638
New +$230K 0.12% 112
2025
Q1 		– Sell
-60
Closed -$9.98K – 465
2024
Q4 		$9.98K Buy
+60
New +$10.3K 0.01% 336

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

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

Wingate Wealth Advisors sold out of Woodward (WWD) in Q2 2026, closing a stake of 638 shares — an estimated $228K sold.

Wingate Wealth Advisors first reported a position in WWD in Q4 2024 and held it in 2 quarters. The position peaked at $228K in Q1 2026. 757 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • Wingate Wealth Advisors reported no remaining Woodward position as of Q2 2026 after selling out during the quarter.
  • Wingate Wealth Advisors sold 638 Woodward shares in Q2 2026, an estimated $228K.
  • Wingate Wealth Advisors first reported a position in Woodward in Q4 2024 and held it in 2 quarters.
  • Wingate Wealth Advisors's Woodward position peaked at $228K in Q1 2026.
  • 757 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.