James T. Borello RIA
WWD icon

James T. Borello RIA’s Woodward WWD Stock Holding History

James T. Borello RIA’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
Q3 		$4.93K Sell
15
-1
-6% -$363 ﹤0.01% 784
2026
Q2 		$6.81K Buy
16
+1
+7% +$379 ﹤0.01% 699
2026
Q1 		$5.37K Hold
15
– – ﹤0.01% 726
2025
Q4 		$4.54K Buy
15
+5
+50% +$1.38K ﹤0.01% 593
2025
Q3 		$2.53K Buy
+10
New +$2.48K ﹤0.01% 690

Other funds holding WWD

Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
YHB Investment Advisors
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

James T. Borello RIA's WWD Position: Q3 2026 in Review

James T. Borello RIA reduced its Woodward (WWD) stake by 6.3% in Q3 2026, selling an estimated $363 and leaving 15 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #784.

James T. Borello RIA first reported a position in WWD in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.81K in Q2 2026. 120 funds tracked by Wall St. Rank hold WWD as of Q3 2026.

  • James T. Borello RIA held 15 shares of Woodward worth $4.93K as of Q3 2026.
  • James T. Borello RIA sold 1 Woodward share in Q3 2026, an estimated $363.
  • Woodward made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #784 holding.
  • James T. Borello RIA first reported a position in Woodward in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Woodward position peaked at $6.81K in Q2 2026.
  • 120 funds tracked by Wall St. Rank held Woodward as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.