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Allworth Financial’s Curtiss-Wright CW Stock Holding History

Allworth 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 		$593K Buy
782
+53
+7% +$38.8K ﹤0.01% 916
2026
Q1 		$497K Buy
729
+302
+71% +$201K ﹤0.01% 957
2025
Q4 		$235K Buy
427
+138
+48% +$77K ﹤0.01% 1261
2025
Q3 		$157K Buy
289
+179
+163% +$88.2K ﹤0.01% 1429
2025
Q2 		$53.7K Buy
110
+67
+156% +$26.4K ﹤0.01% 1905
2025
Q1 		$14.4K Buy
43
+34
+378% +$11.5K ﹤0.01% 2263
2024
Q4 		$3.44K Buy
9
+4
+80% +$1.44K ﹤0.01% 2929
2024
Q3 		$1.64K Hold
5
– – ﹤0.01% 3040
2024
Q2 		$1.39K Buy
5
+1
+25% +$267 ﹤0.01% 3055
2024
Q1 		$1.02K Sell
4
-2
-33% -$465 ﹤0.01% 3071
2023
Q4 		$1.34K Sell
6
-7
-54% -$1.47K ﹤0.01% 2849
2023
Q3 		$2.54K Buy
13
+8
+160% +$1.58K ﹤0.01% 2420
2023
Q2 		$919 Buy
5
+2
+67% +$341 ﹤0.01% 2755
2023
Q1 		$529 Hold
3
– – ﹤0.01% 2829
2022
Q4 		$501 Buy
3
+1
+50% +$167 ﹤0.01% 2626
2022
Q3 		$0 Sell
2
-1
-33% -$142 ﹤0.01% 2740
2022
Q2 		$0 Buy
3
+1
+50% +$142 ﹤0.01% 2473
2022
Q1 		$0 Buy
+2
New +$285 ﹤0.01% 2164
2021
Q1 		– Sell
-61
Closed -$7K – 1506
2020
Q4 		$7K Hold
61
– – ﹤0.01% 913
2020
Q3 		$6K Hold
61
– – ﹤0.01% 803
2020
Q2 		$5K Sell
61
-23
-27% -$2.19K ﹤0.01% 856
2020
Q1 		$8K Buy
+84
New +$10.8K ﹤0.01% 743

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

Allworth Financial's CW Position: Q2 2026 in Review

Allworth Financial increased its Curtiss-Wright (CW) stake by 7.3% in Q2 2026, buying an estimated $38.8K and bringing the position to 782 shares worth $593K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Allworth Financial first reported a position in CW in Q1 2020 and has held it in 22 quarters since. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Allworth Financial held 782 shares of Curtiss-Wright worth $593K as of Q2 2026.
  • Allworth Financial bought 53 Curtiss-Wright shares in Q2 2026, an estimated $38.8K.
  • Curtiss-Wright made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #916 holding.
  • Allworth Financial first reported a position in Curtiss-Wright in Q1 2020 and has held it in 22 quarters since.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.