AF
CW icon

Advisornet Financial’s Curtiss-Wright CW Stock Holding History

Advisornet Financial’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
2025
Q2 		– Sell
-1
Closed -$317 – 2268
2025
Q1 		$317 Hold
1
– – ﹤0.01% 2032
2024
Q4 		$355 Hold
1
– – ﹤0.01% 1827
2024
Q3 		$329 Buy
+1
New +$296 ﹤0.01% 2065
2024
Q1 		– Sell
-12
Closed -$2.67K – 2149
2023
Q4 		$2.67K Sell
12
-1
-8% -$209 ﹤0.01% 1633
2023
Q3 		$2.54K Sell
13
-17
-57% -$3.37K ﹤0.01% 1574
2023
Q2 		$5.51K Buy
30
+18
+150% +$3.07K ﹤0.01% 1480
2023
Q1 		$2.12K Sell
12
-1
-8% -$169 ﹤0.01% 1691
2022
Q4 		$2.17K Buy
+13
New +$2.17K ﹤0.01% 1654

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisornet Financial's CW Position: Q2 2025 in Review

Advisornet Financial sold out of Curtiss-Wright (CW) in Q2 2025, closing a stake of 1 share — an estimated $317 sold.

Advisornet Financial first reported a position in CW in Q4 2022 and held it in 8 quarters. The position peaked at $5.51K in Q2 2023. 740 funds tracked by Wall St. Rank hold CW as of Q2 2025.

  • Advisornet Financial reported no remaining Curtiss-Wright position as of Q2 2025 after selling out during the quarter.
  • Advisornet Financial sold 1 Curtiss-Wright share in Q2 2025, an estimated $317.
  • Advisornet Financial first reported a position in Curtiss-Wright in Q4 2022 and held it in 8 quarters.
  • Advisornet Financial's Curtiss-Wright position peaked at $5.51K in Q2 2023.
  • 740 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2025.

Based on Advisornet Financial's 13F filing for Q2 2025, filed 14 Jul 2025.