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Atria Investments’s Curtiss-Wright CW Stock Holding History

Atria Investments’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 		$2.88M Sell
4,228
-21
-0.5% -$14K 0.03% 543
2025
Q4 		$2.34M Buy
4,249
+341
+9% +$190K 0.03% 663
2025
Q3 		$2.12M Sell
3,908
-19
-0.5% -$9.36K 0.02% 701
2025
Q2 		$1.92M Sell
3,927
-468
-11% -$185K 0.02% 743
2025
Q1 		$1.39M Sell
4,395
-129
-3% -$43.5K 0.02% 869
2024
Q4 		$1.61M Buy
4,524
+781
+21% +$281K 0.02% 774
2024
Q3 		$1.23M Buy
3,743
+1,022
+38% +$302K 0.02% 873
2024
Q2 		$737K Buy
+2,721
New +$727K 0.01% 1100

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

Atria Investments's CW Position: Q1 2026 in Review

Atria Investments reduced its Curtiss-Wright (CW) stake by 0.49% in Q1 2026, selling an estimated $14K and leaving 4,228 shares worth $2.88M. The position accounts for 0.03% of the portfolio, ranked #543.

Atria Investments first reported a position in CW in Q2 2024 and has held it in 8 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Atria Investments held 4,228 shares of Curtiss-Wright worth $2.88M as of Q1 2026.
  • Atria Investments sold 21 Curtiss-Wright shares in Q1 2026, an estimated $14K.
  • Curtiss-Wright made up 0.03% of Atria Investments's portfolio in Q1 2026, its #543 holding.
  • Atria Investments first reported a position in Curtiss-Wright in Q2 2024 and has held it in 8 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.