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Axim Planning & Wealth’s Curtiss-Wright CW Stock Holding History

Axim Planning & 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
2025
Q4 		– Sell
-479
Closed -$260K – 80
2025
Q3 		$260K Buy
+479
New +$236K 0.21% 61

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Axim Planning & Wealth's CW Position: Q4 2025 in Review

Axim Planning & Wealth sold out of Curtiss-Wright (CW) in Q4 2025, closing a stake of 479 shares — an estimated $260K sold.

Axim Planning & Wealth first reported a position in CW in Q3 2025 and held it in 1 quarter. The position peaked at $260K in Q3 2025. 838 funds tracked by Wall St. Rank hold CW as of Q4 2025.

  • Axim Planning & Wealth reported no remaining Curtiss-Wright position as of Q4 2025 after selling out during the quarter.
  • Axim Planning & Wealth sold 479 Curtiss-Wright shares in Q4 2025, an estimated $260K.
  • Axim Planning & Wealth first reported a position in Curtiss-Wright in Q3 2025 and held it in 1 quarter.
  • Axim Planning & Wealth's Curtiss-Wright position peaked at $260K in Q3 2025.
  • 838 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2025.

Based on Axim Planning & Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.