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Atomi Financial Group’s Curtiss-Wright CW Stock Holding History

Atomi Financial Group’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 		$790K Buy
1,160
+109
+10% +$72.5K 0.02% 520
2025
Q4 		$580K Sell
1,051
-41
-4% -$22.9K 0.02% 624
2025
Q3 		$593K Buy
1,092
+11
+1% +$5.42K 0.02% 583
2025
Q2 		$528K Buy
1,081
+337
+45% +$133K 0.02% 565
2025
Q1 		$236K Buy
744
+69
+10% +$23.3K 0.01% 894
2024
Q4 		$239K Buy
+675
New +$243K 0.01% 831

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

Atomi Financial Group's CW Position: Q1 2026 in Review

Atomi Financial Group increased its Curtiss-Wright (CW) stake by 10% in Q1 2026, buying an estimated $72.5K and bringing the position to 1,160 shares worth $790K. The position accounts for 0.02% of the portfolio, ranked #520.

Atomi Financial Group first reported a position in CW in Q4 2024 and has held it in 6 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Atomi Financial Group held 1,160 shares of Curtiss-Wright worth $790K as of Q1 2026.
  • Atomi Financial Group bought 109 Curtiss-Wright shares in Q1 2026, an estimated $72.5K.
  • Curtiss-Wright made up 0.02% of Atomi Financial Group's portfolio in Q1 2026, its #520 holding.
  • Atomi Financial Group first reported a position in Curtiss-Wright in Q4 2024 and has held it in 6 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.