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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
2026
Q1 		– Sell
-568
Closed -$313K – 405
2025
Q4 		$313K Sell
568
-4
-0.7% -$2.23K 0.02% 577
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Arete Wealth Advisors's CW Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Curtiss-Wright (CW) in Q1 2026, closing a stake of 568 shares — an estimated $313K sold.

Arete Wealth Advisors first reported a position in CW in Q3 2024 and held it in 6 quarters. The position peaked at $487K in Q4 2024. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Curtiss-Wright position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 568 Curtiss-Wright shares in Q1 2026, an estimated $313K.
  • Arete Wealth Advisors first reported a position in Curtiss-Wright in Q3 2024 and held it in 6 quarters.
  • Arete Wealth Advisors's Curtiss-Wright position peaked at $487K in Q4 2024.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.