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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
2026
Q2 		$758 Buy
+1
New +$733 ﹤0.01% 2049
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Advisornet Financial's CW Position: Q2 2026 in Review

Advisornet Financial opened a new position in Curtiss-Wright (CW) in Q2 2026: 1 share worth $758. The stake represents ﹤0.01% of the portfolio and ranks #2049 among its holdings. This is a return to the name: Advisornet Financial previously reported a position in CW as recently as Q1 2025.

Advisornet Financial first reported a position in CW in Q4 2022 and has held it in 9 quarters since. The position peaked at $5.51K in Q2 2023. 950 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Advisornet Financial held 1 share of Curtiss-Wright worth $758 as of Q2 2026.
  • Curtiss-Wright was a new Advisornet Financial position in Q2 2026.
  • Curtiss-Wright made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2049 holding.
  • Advisornet Financial first reported a position in Curtiss-Wright in Q4 2022 and has held it in 9 quarters since.
  • Advisornet Financial's Curtiss-Wright position peaked at $5.51K in Q2 2023.
  • 950 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.