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YHB Investment Advisors’s Woodward WWD Stock Holding History

YHB 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 		$10.8M Sell
25,480
-2,330
-8% -$884K 0.69% 38
2026
Q1 		$9.95M Sell
27,810
-1,894
-6% -$682K 0.71% 34
2025
Q4 		$8.98M Sell
29,704
-276
-0.9% -$75.9K 0.62% 39
2025
Q3 		$7.58M Sell
29,980
-350
-1% -$87K 0.55% 48
2025
Q2 		$7.43M Sell
30,330
-31
-0.1% -$6.34K 0.57% 47
2025
Q1 		$5.54M Buy
30,361
+312
+1% +$57.7K 0.46% 58
2024
Q4 		$5M Sell
30,049
-120
-0.4% -$20.5K 0.41% 59
2024
Q3 		$5.17M Buy
30,169
+528
+2% +$87.9K 0.43% 58
2024
Q2 		$5.17M Buy
29,641
+636
+2% +$108K 0.44% 52
2024
Q1 		$4.47M Sell
29,005
-1,301
-4% -$183K 0.4% 68
2023
Q4 		$4.13M Sell
30,306
-39,272
-56% -$5.13M 0.4% 70
2023
Q3 		$8.46M Buy
69,578
+34,570
+99% +$4.31M 0.78% 34
2023
Q2 		$4.16M Buy
35,008
+278
+0.8% +$29.5K 0.39% 71
2023
Q1 		$3.38M Buy
34,730
+4,405
+15% +$443K 0.34% 80
2022
Q4 		$2.93M Sell
30,325
-5,305
-15% -$490K 0.31% 88
2022
Q3 		$2.86M Buy
35,630
+228
+0.6% +$21.5K 0.32% 87
2022
Q2 		$3.27M Buy
35,402
+167
+0.5% +$17.4K 0.35% 81
2022
Q1 		$4.4M Buy
35,235
+7,850
+29% +$923K 0.39% 72
2021
Q4 		$3M Buy
27,385
+745
+3% +$83.7K 0.24% 99
2021
Q3 		$3.02M Buy
26,640
+2,622
+11% +$311K 0.26% 101
2021
Q2 		$2.95M Sell
24,018
-540
-2% -$66.5K 0.25% 104
2021
Q1 		$3.04M Sell
24,558
-749
-3% -$89.2K 0.26% 98
2020
Q4 		$3.08M Sell
25,307
-280
-1% -$28.4K 0.29% 86
2020
Q3 		$2.05M Buy
25,587
+1,754
+7% +$141K 0.22% 102
2020
Q2 		$1.85M Sell
23,833
-635
-3% -$41.5K 0.27% 81
2020
Q1 		$1.45M Buy
24,468
+3,918
+19% +$406K 0.25% 84
2019
Q4 		$2.43M Sell
20,550
-289
-1% -$32.6K 0.35% 77
2019
Q3 		$2.25M Buy
20,839
+1,139
+6% +$125K 0.34% 77
2019
Q2 		$2.23M Buy
19,700
+30
+0.2% +$3.21K 0.35% 75
2019
Q1 		$1.87M Sell
19,670
-275
-1% -$24.3K 0.29% 90
2018
Q4 		$1.48M Buy
19,945
+875
+5% +$67.5K 0.26% 94
2018
Q3 		$1.54M Sell
19,070
-13
-0.1% -$1.04K 0.23% 97
2018
Q2 		$1.47M Buy
19,083
+2,300
+14% +$173K 0.24% 101
2018
Q1 		$1.2M Buy
+16,783
New +$1.26M 0.2% 108

Other funds holding WWD

Assenagon Asset Management
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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

YHB Investment Advisors reduced its Woodward (WWD) stake by 8.4% in Q2 2026, selling an estimated $884K and leaving 25,480 shares worth $10.8M. The position accounts for 0.69% of the portfolio, ranked #38.

YHB Investment Advisors first reported a position in WWD in Q1 2018 and has held it in 34 quarters since. 159 funds tracked by Wall St. Rank hold WWD as of Q2 2026.

  • YHB Investment Advisors held 25,480 shares of Woodward worth $10.8M as of Q2 2026.
  • YHB Investment Advisors sold 2,330 Woodward shares in Q2 2026, an estimated $884K.
  • Woodward made up 0.69% of YHB Investment Advisors's portfolio in Q2 2026, its #38 holding.
  • YHB Investment Advisors first reported a position in Woodward in Q1 2018 and has held it in 34 quarters since.
  • 159 funds tracked by Wall St. Rank held Woodward as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.