GW&K Investment Management, LLC MOG/A — MOOG INC-CLASS A

Ownership history in GW&K Investment Management, LLC  ·  4 quarters on record

AI Ownership Summary

GW&K Investment Management, LLC reported MOOG INC-CLASS A (MOG/A) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 1.03% in 2026 Q2. The latest visible filing shows MOG/A at 1.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MOG/A ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GW&K Investment Management, LLC's position in MOOG INC-CLASS A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MOG/A was reported at 1.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MOG/A stock page GW&K Investment Management, LLC fund profile GW&K Investment Management, LLC full holdings
How GW&K Investment Management, LLC held MOG/A — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 311,540 -17,409 -5.3% 1.03% $132K 2026-08-12 $322.75
2026 Q1 REDUCED — — — 328,949 -7,724 -2.3% 0.85% $96K 2026-05-13 $322.75
2025 Q4 ADDED — — — 336,673 +37,827 +12.7% 0.71% $82.0M 2026-02-11 $321.38
2025 Q3 INITIATED — — — 298,846 — — 0.55% $62.1M 2025-11-12 $202.78

🏢 Other funds also holding MOG/A

As of 2026 Q3 — sorted by position size

Polaris Financial Partners 0.01% Versant Capital Management, Inc 3Y 7Y 0.01% Miller Global Investments, LLC 0.0%

FAQ About GW&K Investment Management, LLC and MOG/A

These are the practical questions this page is built to answer before you even open the full history table.

How long has GW&K Investment Management, LLC reported owning MOG/A?

GW&K Investment Management, LLC reported MOG/A across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported MOG/A position in GW&K Investment Management, LLC's portfolio?

The largest reported portfolio weight for MOG/A was 1.03% in 2026 Q2.

What is the latest reported MOG/A position on this page?

The most recent filing on this page is 2026 Q2, when GW&K Investment Management, LLC reported 311,540 shares, equal to 1.03% of portfolio, with an estimated market value of $132K.

What does the chart on this MOG/A ownership page compare?

The chart compares GW&K Investment Management, LLC's quarterly MOG/A portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GW&K Investment Management, LLC time their MOG/A position?

Based on 13F filing dates vs. subsequent MOG/A price moves, GW&K Investment Management, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on MOG/A relative to SPY over the holding period was +56.3%.

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