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AlphaCore Capital’s Curtiss-Wright CW Stock Holding History

AlphaCore Capital’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 		$363K Buy
479
+144
+43% +$106K 0.01% 830
2026
Q1 		$228K Sell
335
-134
-29% -$89.1K 0.01% 794
2025
Q4 		$259K Buy
+469
New +$262K 0.01% 872

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

AlphaCore Capital's CW Position: Q2 2026 in Review

AlphaCore Capital increased its Curtiss-Wright (CW) stake by 43% in Q2 2026, buying an estimated $106K and bringing the position to 479 shares worth $363K. The position accounts for 0.01% of the portfolio, ranked #830.

AlphaCore Capital first reported a position in CW in Q4 2025 and has held it in 3 quarters since. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • AlphaCore Capital held 479 shares of Curtiss-Wright worth $363K as of Q2 2026.
  • AlphaCore Capital bought 144 Curtiss-Wright shares in Q2 2026, an estimated $106K.
  • Curtiss-Wright made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #830 holding.
  • AlphaCore Capital first reported a position in Curtiss-Wright in Q4 2025 and has held it in 3 quarters since.
  • 946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.