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Advisory Alpha’s Curtiss-Wright CW Stock Holding History

Advisory Alpha’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 		$620K Buy
818
+4
+0.5% +$2.93K 0.02% 319
2026
Q1 		$555K Hold
814
– – 0.02% 301
2025
Q4 		$449K Hold
814
– – 0.01% 320
2025
Q3 		$437K Buy
+814
New +$401K 0.01% 320

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Advisory Alpha's CW Position: Q2 2026 in Review

Advisory Alpha increased its Curtiss-Wright (CW) stake by 0.49% in Q2 2026, buying an estimated $2.93K and bringing the position to 818 shares worth $620K. The position accounts for 0.02% of the portfolio, ranked #319.

Advisory Alpha first reported a position in CW in Q3 2025 and has held it in 4 quarters since. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Advisory Alpha held 818 shares of Curtiss-Wright worth $620K as of Q2 2026.
  • Advisory Alpha bought 4 Curtiss-Wright shares in Q2 2026, an estimated $2.93K.
  • Curtiss-Wright made up 0.02% of Advisory Alpha's portfolio in Q2 2026, its #319 holding.
  • Advisory Alpha first reported a position in Curtiss-Wright in Q3 2025 and has held it in 4 quarters since.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.