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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
Q2 		$927K Buy
1,223
+63
+5% +$46.2K 0.02% 509
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 $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

Atomi Financial Group's CW Position: Q2 2026 in Review

Atomi Financial Group increased its Curtiss-Wright (CW) stake by 5.4% in Q2 2026, buying an estimated $46.2K and bringing the position to 1,223 shares worth $927K. The position accounts for 0.02% of the portfolio, ranked #509.

Atomi Financial Group first reported a position in CW in Q4 2024 and has held it in 7 quarters since. 950 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Atomi Financial Group held 1,223 shares of Curtiss-Wright worth $927K as of Q2 2026.
  • Atomi Financial Group bought 63 Curtiss-Wright shares in Q2 2026, an estimated $46.2K.
  • Curtiss-Wright made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #509 holding.
  • Atomi Financial Group first reported a position in Curtiss-Wright in Q4 2024 and has held it in 7 quarters since.
  • 950 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.