Winthrop Partners - WNY’s Woodward WWD Stock Holding History

Winthrop Partners - WNY’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	$483K	Hold	1,135	–	–	0.24%	64
2026 Q1	$406K	Hold	1,135	–	–	0.22%	72
2025 Q4	$343K	Buy	+1,135	New	+$312K	0.18%	70
2019 Q3	$267K	Sell	2,477 -400	-14%	-$44K	0.18%	93
2019 Q2	$326K	Sell	2,877 -239	-8%	-$25.6K	0.24%	82
2019 Q1	$299K	Sell	3,116 -150	-5%	-$13.3K	0.23%	83
2018 Q4	$243K	Hold	3,266	–	–	0.23%	84
2018 Q3	$264K	Sell	3,266 -775	-19%	-$62.3K	0.21%	93
2018 Q2	$311K	Sell	4,041 -2,550	-39%	-$191K	0.26%	89
2018 Q1	$484K	Sell	6,591 -375	-5%	-$28.2K	0.37%	72
2017 Q4	$522K	Buy	+6,966	New	+$544K	0.43%	72

Other funds holding WWD

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Winthrop Partners - WNY's WWD Position: Q2 2026 in Review

Winthrop Partners - WNY held its Woodward (WWD) position steady in Q2 2026 at 1,135 shares worth $483K. The position accounts for 0.24% of the portfolio, ranked #64.

Winthrop Partners - WNY first reported a position in WWD in Q4 2017 and has held it in 11 quarters since. The position peaked at $522K in Q4 2017. 176 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

Winthrop Partners - WNY held 1,135 shares of Woodward worth $483K as of Q2 2026.
Winthrop Partners - WNY left its Woodward share count unchanged in Q2 2026.
Woodward made up 0.24% of Winthrop Partners - WNY's portfolio in Q2 2026, its #64 holding.
Winthrop Partners - WNY first reported a position in Woodward in Q4 2017 and has held it in 11 quarters since.
Winthrop Partners - WNY's Woodward position peaked at $522K in Q4 2017.
176 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on Winthrop Partners - WNY's 13F filing for Q2 2026, filed 15 Jul 2026.