BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Woodward WWD Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	–	Sell	-101	Closed	-$43.1K	–	2629
2026 Q2	$43.1K	Buy	101 +6	+6%	+$2.28K	0.01%	1016
2026 Q1	$34.1K	Hold	95	–	–	﹤0.01%	1112
2025 Q4	$28.8K	Sell	95 -5	-5%	-$1.38K	﹤0.01%	1197
2025 Q3	$25.3K	Buy	100 +6	+6%	+$1.49K	﹤0.01%	1171
2025 Q2	$23.1K	Hold	94	–	–	﹤0.01%	1166
2025 Q1	$17.2K	Buy	94 +13	+16%	+$2.4K	﹤0.01%	1287
2024 Q4	$13.5K	Buy	+81	New	+$13.8K	﹤0.01%	1333

Other funds holding WWD

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $54.9B AUM 27.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $24.8B AUM 30.34% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s WWD Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Woodward (WWD) in Q3 2026, closing a stake of 101 shares — an estimated $43.1K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in WWD in Q4 2024 and held it in 7 quarters. The position peaked at $43.1K in Q2 2026. 549 funds tracked by Wall St. Rank hold WWD as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Woodward position as of Q3 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 101 Woodward shares in Q3 2026, an estimated $43.1K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Woodward in Q4 2024 and held it in 7 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Woodward position peaked at $43.1K in Q2 2026.
549 funds tracked by Wall St. Rank held Woodward as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.