AWA
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Arete Wealth Advisors’s Curtiss-Wright CW Stock Holding History

Arete Wealth Advisors’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
2025
Q4 		– Sell
-572
Closed -$313K – 448
2025
Q3 		$313K Buy
572
+66
+13% +$32.5K 0.02% 587
2025
Q2 		$247K Sell
506
-822
-62% -$324K 0.02% 625
2025
Q1 		$421K Sell
1,328
-44
-3% -$14.8K 0.03% 436
2024
Q4 		$487K Buy
1,372
+191
+16% +$68.8K 0.04% 418
2024
Q3 		$387K Buy
+1,181
New +$349K 0.03% 444

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Arete Wealth Advisors's CW Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Curtiss-Wright (CW) in Q4 2025, closing a stake of 572 shares — an estimated $313K sold.

Arete Wealth Advisors first reported a position in CW in Q3 2024 and held it in 5 quarters. The position peaked at $487K in Q4 2024. 839 funds tracked by Wall St. Rank hold CW as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Curtiss-Wright position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 572 Curtiss-Wright shares in Q4 2025, an estimated $313K.
  • Arete Wealth Advisors first reported a position in Curtiss-Wright in Q3 2024 and held it in 5 quarters.
  • Arete Wealth Advisors's Curtiss-Wright position peaked at $487K in Q4 2024.
  • 839 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.