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Bare Financial Services’s Curtiss-Wright CW Stock Holding History

Bare Financial 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
2026
Q2 		$15.9K Buy
21
+10
+91% +$7.33K ﹤0.01% 376
2026
Q1 		$7.49K Buy
11
+1
+10% +$665 ﹤0.01% 483
2025
Q4 		$5.51K Hold
10
– – ﹤0.01% 500
2025
Q3 		$5.43K Sell
10
-1
-9% -$493 ﹤0.01% 507
2025
Q2 		$5.37K Buy
11
+8
+267% +$3.16K ﹤0.01% 436
2025
Q1 		$952 Buy
+3
New +$1.01K ﹤0.01% 552

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

Bare Financial Services's CW Position: Q2 2026 in Review

Bare Financial Services increased its Curtiss-Wright (CW) stake by 91% in Q2 2026, buying an estimated $7.33K and bringing the position to 21 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Bare Financial Services first reported a position in CW in Q1 2025 and has held it in 6 quarters since. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Bare Financial Services held 21 shares of Curtiss-Wright worth $15.9K as of Q2 2026.
  • Bare Financial Services bought 10 Curtiss-Wright shares in Q2 2026, an estimated $7.33K.
  • Curtiss-Wright made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #376 holding.
  • Bare Financial Services first reported a position in Curtiss-Wright in Q1 2025 and has held it in 6 quarters since.
  • 943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.