Ameritas Advisory Services’s Curtiss-Wright CW Stock Holding History

Ameritas Advisory Services’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 Q1	$462K	Sell	678 -282	-29%	-$188K	0.02%	601
2025 Q4	$529K	Buy	+960	New	+$535K	0.02%	544
2025 Q3	–	Sell	-15	Closed	-$7.33K	–	2286
2025 Q2	$7.33K	Buy	+15	New	+$5.92K	﹤0.01%	2124
2023 Q2	–	Sell	-516	Closed	-$90K	–	962
2023 Q1	$90K	Buy	+516	New	+$87.4K	﹤0.01%	1040

Other funds holding CW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ameritas Advisory Services's CW Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Curtiss-Wright (CW) stake by 29% in Q1 2026, selling an estimated $188K and leaving 678 shares worth $462K. The position accounts for 0.02% of the portfolio, ranked #601.

Ameritas Advisory Services first reported a position in CW in Q1 2023 and has held it in 4 quarters since. The position peaked at $529K in Q4 2025. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

Ameritas Advisory Services held 678 shares of Curtiss-Wright worth $462K as of Q1 2026.
Ameritas Advisory Services sold 282 Curtiss-Wright shares in Q1 2026, an estimated $188K.
Curtiss-Wright made up 0.02% of Ameritas Advisory Services's portfolio in Q1 2026, its #601 holding.
Ameritas Advisory Services first reported a position in Curtiss-Wright in Q1 2023 and has held it in 4 quarters since.
Ameritas Advisory Services's Curtiss-Wright position peaked at $529K in Q4 2025.
901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.