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Avantax Planning Partners’s Curtiss-Wright CW Stock Holding History

Avantax Planning Partners’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 		$544K Hold
718
– – 0.01% 281
2026
Q1 		$489K Hold
718
– – 0.01% 282
2025
Q4 		$396K Hold
718
– – 0.01% 309
2025
Q3 		$390K Sell
718
-284
-28% -$140K 0.01% 309
2025
Q2 		$490K Sell
1,002
-1
-0.1% -$395 0.02% 270
2025
Q1 		$318K Hold
1,003
– – 0.01% 327
2024
Q4 		$356K Buy
1,003
+11
+1% +$3.96K 0.01% 304
2024
Q3 		$326K Hold
992
– – 0.01% 318
2024
Q2 		$269K Buy
992
+100
+11% +$26.7K 0.01% 377
2024
Q1 		$228K Buy
+892
New +$207K 0.01% 418
2018
Q4 		– Sell
-303
Closed -$42K – 476
2018
Q3 		$42K Buy
+303
New +$39.7K ﹤0.01% 527

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

Avantax Planning Partners's CW Position: Q2 2026 in Review

Avantax Planning Partners held its Curtiss-Wright (CW) position steady in Q2 2026 at 718 shares worth $544K. The position accounts for 0.01% of the portfolio, ranked #281.

Avantax Planning Partners first reported a position in CW in Q3 2018 and has held it in 11 quarters since. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Avantax Planning Partners held 718 shares of Curtiss-Wright worth $544K as of Q2 2026.
  • Avantax Planning Partners left its Curtiss-Wright share count unchanged in Q2 2026.
  • Curtiss-Wright made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #281 holding.
  • Avantax Planning Partners first reported a position in Curtiss-Wright in Q3 2018 and has held it in 11 quarters since.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.