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Addison Advisors’s Curtiss-Wright CW Stock Holding History

Addison Advisors’s Portfolio CW Stock Details CW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.41K Hold
5
– – ﹤0.01% 777
2025
Q4 		$2.76K Hold
5
– – ﹤0.01% 761
2025
Q3 		$2.71K Buy
+5
New +$2.46K ﹤0.01% 760
2025
Q2 		– Sell
-6
Closed -$1.9K – 891
2025
Q1 		$1.9K Sell
6
-8
-57% -$2.7K ﹤0.01% 747
2024
Q4 		$4.97K Buy
+14
New +$5.04K ﹤0.01% 673

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Addison Advisors's CW Position: Q1 2026 in Review

Addison Advisors held its Curtiss-Wright (CW) position steady in Q1 2026 at 5 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Addison Advisors first reported a position in CW in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.97K in Q4 2024. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Addison Advisors held 5 shares of Curtiss-Wright worth $3.41K as of Q1 2026.
  • Addison Advisors left its Curtiss-Wright share count unchanged in Q1 2026.
  • Curtiss-Wright made up ﹤0.01% of Addison Advisors's portfolio in Q1 2026, its #777 holding.
  • Addison Advisors first reported a position in Curtiss-Wright in Q4 2024 and has held it in 5 quarters since.
  • Addison Advisors's Curtiss-Wright position peaked at $4.97K in Q4 2024.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.