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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
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 $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

Atlas Capital Advisors's CW Position: Q1 2026 in Review

Atlas Capital Advisors held its Curtiss-Wright (CW) position steady in Q1 2026 at 6 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

Atlas Capital Advisors first reported a position in CW in Q4 2022 and has held it in 5 quarters since. The position peaked at $87.8K in Q4 2022. 902 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Atlas Capital Advisors held 6 shares of Curtiss-Wright worth $4.09K as of Q1 2026.
  • Atlas Capital Advisors left its Curtiss-Wright share count unchanged in Q1 2026.
  • Curtiss-Wright made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #845 holding.
  • Atlas Capital Advisors first reported a position in Curtiss-Wright in Q4 2022 and has held it in 5 quarters since.
  • Atlas Capital Advisors's Curtiss-Wright position peaked at $87.8K in Q4 2022.
  • 902 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.