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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
Q2 		$2.92M Sell
3,851
-377
-9% -$276K 0.03% 584
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Atria Investments's CW Position: Q2 2026 in Review

Atria Investments reduced its Curtiss-Wright (CW) stake by 8.9% in Q2 2026, selling an estimated $276K and leaving 3,851 shares worth $2.92M. The position accounts for 0.03% of the portfolio, ranked #584.

Atria Investments first reported a position in CW in Q2 2024 and has held it in 9 quarters since. 950 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Atria Investments held 3,851 shares of Curtiss-Wright worth $2.92M as of Q2 2026.
  • Atria Investments sold 377 Curtiss-Wright shares in Q2 2026, an estimated $276K.
  • Curtiss-Wright made up 0.03% of Atria Investments's portfolio in Q2 2026, its #584 holding.
  • Atria Investments first reported a position in Curtiss-Wright in Q2 2024 and has held it in 9 quarters since.
  • 950 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.