BRWA
CW icon

B. Riley Wealth Advisors’s Curtiss-Wright CW Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-240
Closed -$151K – 951
2026
Q1 		$151K Buy
+240
New +$160K 0.01% 755
2024
Q4 		– Sell
-692
Closed -$230K – 1171
2024
Q3 		$230K Buy
+692
New +$205K 0.01% 1074
2023
Q1 		– Sell
-2,425
Closed -$405K – 1543
2022
Q4 		$405K Buy
+2,425
New +$404K 0.01% 875
2015
Q1 		– Sell
-13
Closed -$1 – 861
2014
Q4 		$1 Buy
+13
New +$896 ﹤0.01% 3532

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

B. Riley Wealth Advisors's CW Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of Curtiss-Wright (CW) in Q2 2026, closing a stake of 240 shares — an estimated $151K sold.

B. Riley Wealth Advisors first reported a position in CW in Q4 2014 and held it in 4 quarters. The position peaked at $405K in Q4 2022. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • B. Riley Wealth Advisors reported no remaining Curtiss-Wright position as of Q2 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 240 Curtiss-Wright shares in Q2 2026, an estimated $151K.
  • B. Riley Wealth Advisors first reported a position in Curtiss-Wright in Q4 2014 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Curtiss-Wright position peaked at $405K in Q4 2022.
  • 943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.