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Advisortrust Partners’s Curtiss-Wright CW Stock Holding History

Advisortrust Partners’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 		$214K Sell
283
-80
-22% -$58.6K 0.07% 195
2026
Q1 		$247K Buy
+363
New +$241K 0.1% 154

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State Street
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Vanguard Capital Management
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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

Advisortrust Partners's CW Position: Q2 2026 in Review

Advisortrust Partners reduced its Curtiss-Wright (CW) stake by 22% in Q2 2026, selling an estimated $58.6K and leaving 283 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #195.

Advisortrust Partners first reported a position in CW in Q1 2026 and has held it in 2 quarters since. The position peaked at $247K in Q1 2026. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Advisortrust Partners held 283 shares of Curtiss-Wright worth $214K as of Q2 2026.
  • Advisortrust Partners sold 80 Curtiss-Wright shares in Q2 2026, an estimated $58.6K.
  • Curtiss-Wright made up 0.07% of Advisortrust Partners's portfolio in Q2 2026, its #195 holding.
  • Advisortrust Partners first reported a position in Curtiss-Wright in Q1 2026 and has held it in 2 quarters since.
  • Advisortrust Partners's Curtiss-Wright position peaked at $247K in Q1 2026.
  • 943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.