AWM
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Arista Wealth Management’s Curtiss-Wright CW Stock Holding History

Arista Wealth Management’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 		$616K Hold
813
– – 0.07% 150
2026
Q1 		$554K Hold
813
– – 0.07% 148
2025
Q4 		$448K Hold
813
– – 0.06% 148
2025
Q3 		$441K Hold
813
– – 0.05% 161
2025
Q2 		$397K Buy
+813
New +$321K 0.05% 168

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

Arista Wealth Management's CW Position: Q2 2026 in Review

Arista Wealth Management held its Curtiss-Wright (CW) position steady in Q2 2026 at 813 shares worth $616K. The position accounts for 0.07% of the portfolio, ranked #150.

Arista Wealth Management first reported a position in CW in Q2 2025 and has held it in 5 quarters since. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Arista Wealth Management held 813 shares of Curtiss-Wright worth $616K as of Q2 2026.
  • Arista Wealth Management left its Curtiss-Wright share count unchanged in Q2 2026.
  • Curtiss-Wright made up 0.07% of Arista Wealth Management's portfolio in Q2 2026, its #150 holding.
  • Arista Wealth Management first reported a position in Curtiss-Wright in Q2 2025 and has held it in 5 quarters since.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.