Avantax Advisory Services’s Curtiss-Wright CW Stock Holding History

Avantax Advisory Services’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	$1.24M	Buy	2,541 +451	+22%	+$178K	0.01%	1026
2025 Q1	$663K	Buy	2,090 +208	+11%	+$70.2K	﹤0.01%	1334
2024 Q4	$668K	Buy	1,882 +541	+40%	+$195K	﹤0.01%	1268
2024 Q3	$441K	Buy	1,341 +204	+18%	+$60.4K	﹤0.01%	1498
2024 Q2	$308K	Buy	+1,137	New	+$304K	﹤0.01%	1682
2022 Q1	–	Sell	-1,519	Closed	-$211K	–	1296
2021 Q4	$211K	Sell	1,519 -158	-9%	-$20.9K	﹤0.01%	1152
2021 Q3	$211K	Sell	1,677 -136	-8%	-$16.3K	﹤0.01%	1090
2021 Q2	$217K	Hold	1,813	–	–	﹤0.01%	1045
2021 Q1	$217K	Hold	1,813	–	–	﹤0.01%	941
2020 Q4	$210K	Buy	+1,813	New	+$191K	0.01%	862

Other funds holding CW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Advisory Services's CW Position: Q2 2025 in Review

Avantax Advisory Services increased its Curtiss-Wright (CW) stake by 22% in Q2 2025, buying an estimated $178K and bringing the position to 2,541 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #1026.

Avantax Advisory Services first reported a position in CW in Q4 2020 and has held it in 10 quarters since. 741 funds tracked by Wall St. Rank hold CW as of Q2 2025.

Avantax Advisory Services held 2,541 shares of Curtiss-Wright worth $1.24M as of Q2 2025.
Avantax Advisory Services bought 451 Curtiss-Wright shares in Q2 2025, an estimated $178K.
Curtiss-Wright made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1026 holding.
Avantax Advisory Services first reported a position in Curtiss-Wright in Q4 2020 and has held it in 10 quarters since.
741 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.