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Avion Wealth’s Curtiss-Wright CW Stock Holding History

Avion Wealth’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 		$14K Buy
19
+3
+19% +$2.2K ﹤0.01% 481
2026
Q1 		$10K Hold
16
– – ﹤0.01% 490
2025
Q4 		$8K Sell
16
-1
-6% -$558 ﹤0.01% 538
2025
Q3 		$9K Buy
17
+1
+6% +$493 ﹤0.01% 498
2025
Q2 		$7K Buy
16
+8
+100% +$3.16K ﹤0.01% 541
2025
Q1 		$2K Hold
8
– – ﹤0.01% 699
2024
Q4 		$2K Buy
8
+1
+14% +$360 ﹤0.01% 696
2024
Q3 		$2K Buy
7
+2
+40% +$592 ﹤0.01% 666
2024
Q2 		$1K Hold
5
– – ﹤0.01% 711
2024
Q1 		$2K Sell
5
-1
-17% -$232 ﹤0.01% 657
2023
Q4 		$1K Hold
6
– – ﹤0.01% 745
2023
Q3 		$1K Hold
6
– – ﹤0.01% 595
2023
Q2 		$1K Buy
+6
New +$1.02K ﹤0.01% 546

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

Avion Wealth's CW Position: Q2 2026 in Review

Avion Wealth increased its Curtiss-Wright (CW) stake by 19% in Q2 2026, buying an estimated $2.2K and bringing the position to 19 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Avion Wealth first reported a position in CW in Q2 2023 and has held it in 13 quarters since. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Avion Wealth held 19 shares of Curtiss-Wright worth $14K as of Q2 2026.
  • Avion Wealth bought 3 Curtiss-Wright shares in Q2 2026, an estimated $2.2K.
  • Curtiss-Wright made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #481 holding.
  • Avion Wealth first reported a position in Curtiss-Wright in Q2 2023 and has held it in 13 quarters since.
  • 943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.