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Atria Wealth Solutions’s Curtiss-Wright CW Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$693K Buy
1,417
+374
+36% +$148K 0.02% 783
2025
Q1 		$331K Sell
1,043
-729
-41% -$246K ﹤0.01% 1415
2024
Q4 		$629K Buy
1,772
+105
+6% +$37.8K 0.01% 1144
2024
Q3 		$548K Buy
1,667
+635
+62% +$188K 0.01% 1206
2024
Q2 		$280K Buy
+1,032
New +$276K ﹤0.01% 1550

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Atria Wealth Solutions's CW Position: Q2 2025 in Review

Atria Wealth Solutions increased its Curtiss-Wright (CW) stake by 36% in Q2 2025, buying an estimated $148K and bringing the position to 1,417 shares worth $693K. The position accounts for 0.02% of the portfolio, ranked #783.

Atria Wealth Solutions first reported a position in CW in Q2 2024 and has held it in 5 quarters since. 741 funds tracked by Wall St. Rank hold CW as of Q2 2025.

  • Atria Wealth Solutions held 1,417 shares of Curtiss-Wright worth $693K as of Q2 2025.
  • Atria Wealth Solutions bought 374 Curtiss-Wright shares in Q2 2025, an estimated $148K.
  • Curtiss-Wright made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #783 holding.
  • Atria Wealth Solutions first reported a position in Curtiss-Wright in Q2 2024 and has held it in 5 quarters since.
  • 741 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.