Circle Wealth Management, LLC

Position in WWD — Woodward, Inc.

CIK 1578242 SUMMIT, NJ

Position in WWD

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$471,380

-$234,537 QoQ

Shares Held

1,317

-43.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Circle Wealth Management, LLC holds $19,782,403 across 5 Aerospace & Defense names.

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp	69,555	$13,196,670
2	SPCX	Space Exploration Technologies Corp	27,336	$4,670,628
3	TDG	TransDigm Group INC	943	$1,256,113
4	LMT	Lockheed Martin Corp	768	$391,265
5	HONA	Honeywell Aerospace Inc.	1,211	$267,727

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$471,380	1,317	-43.6%	Shares	Sole	2026-05-12
2025-12-31	$705,917	2,335	0.0%	Shares	Sole	2026-02-13
2025-09-30	$590,077	2,335	-7.6%	Shares	Sole	2025-11-14
2025-06-30	$619,097	2,526	0.0%	Shares	Sole	2025-08-14
2025-03-31	$460,969	2,526	+9.1%	Shares	Sole	2025-05-14
2024-12-31	$385,262	2,315	0.0%	Shares	Sole	2025-02-14
2024-09-30	$397,045	2,315	+14.7%	Shares	Sole	2024-11-14
2024-06-30	$351,898	2,018	+21.7%	Shares	Sole	2024-08-13
2024-03-31	$255,530	1,658	0.0%	Shares	Sole	2024-05-14
2023-12-31	$225,703	1,658	0.0%	Shares	Sole	2024-02-15
2023-09-30	$206,023	1,658	0.0%	Shares	Sole	2023-11-15
2022-03-31	$207,100	1,658	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.