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Alliance Wealth Advisors (Utah)’s Curtiss-Wright CW Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$1.11M Sell
1,466
-317
-18% -$232K 0.21% 64
2026
Q1 		$1.21M Sell
1,783
-1,368
-43% -$910K 0.26% 71
2025
Q4 		$1.74M Sell
3,151
-1,339
-30% -$747K 0.38% 71
2025
Q3 		$2.44M Buy
4,490
+92
+2% +$45.3K 0.57% 54
2025
Q2 		$2.15M Sell
4,398
-107
-2% -$42.2K 0.52% 62
2025
Q1 		$1.43M Buy
4,505
+43
+1% +$14.5K 0.37% 80
2024
Q4 		$1.58M Buy
4,462
+150
+3% +$54K 0.41% 76
2024
Q3 		$1.42M Buy
4,312
+1,255
+41% +$371K 0.37% 75
2024
Q2 		$828K Buy
3,057
+238
+8% +$63.6K 0.24% 100
2024
Q1 		$722K Buy
2,819
+324
+13% +$75.3K 0.22% 106
2023
Q4 		$556K Buy
2,495
+61
+3% +$12.8K 0.19% 115
2023
Q3 		$476K Buy
2,434
+110
+5% +$21.8K 0.18% 124
2023
Q2 		$427K Buy
2,324
+249
+12% +$42.4K 0.16% 137
2023
Q1 		$366K Buy
2,075
+132
+7% +$22.4K 0.15% 146
2022
Q4 		$325K Buy
+1,943
New +$324K 0.15% 155

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

Alliance Wealth Advisors (Utah)'s CW Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Curtiss-Wright (CW) stake by 18% in Q2 2026, selling an estimated $232K and leaving 1,466 shares worth $1.11M. The position accounts for 0.21% of the portfolio, ranked #64.

Alliance Wealth Advisors (Utah) first reported a position in CW in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.44M in Q3 2025. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 1,466 shares of Curtiss-Wright worth $1.11M as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 317 Curtiss-Wright shares in Q2 2026, an estimated $232K.
  • Curtiss-Wright made up 0.21% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #64 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Curtiss-Wright in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s Curtiss-Wright position peaked at $2.44M in Q3 2025.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.