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Atlas Capital Advisors’s Curtiss-Wright CW Stock Holding History

Atlas Capital 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
Q2 		$4.55K Hold
6
– – ﹤0.01% 932
2026
Q1 		$4.09K Hold
6
– – ﹤0.01% 845
2025
Q4 		$3.31K Buy
+6
New +$3.35K ﹤0.01% 824
2023
Q3 		– Sell
-109
Closed -$20K – 884
2023
Q2 		$20K Sell
109
-116
-52% -$19.8K ﹤0.01% 685
2023
Q1 		$39.7K Sell
225
-301
-57% -$51K 0.01% 592
2022
Q4 		$87.8K Buy
+526
New +$87.6K 0.01% 464

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

Atlas Capital Advisors's CW Position: Q2 2026 in Review

Atlas Capital Advisors held its Curtiss-Wright (CW) position steady in Q2 2026 at 6 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Atlas Capital Advisors first reported a position in CW in Q4 2022 and has held it in 6 quarters since. The position peaked at $87.8K in Q4 2022. 950 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Atlas Capital Advisors held 6 shares of Curtiss-Wright worth $4.55K as of Q2 2026.
  • Atlas Capital Advisors left its Curtiss-Wright share count unchanged in Q2 2026.
  • Curtiss-Wright made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #932 holding.
  • Atlas Capital Advisors first reported a position in Curtiss-Wright in Q4 2022 and has held it in 6 quarters since.
  • Atlas Capital Advisors's Curtiss-Wright position peaked at $87.8K in Q4 2022.
  • 950 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.