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BCS Private Wealth Management’s Curtiss-Wright CW Stock Holding History

BCS Private Wealth Management’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
Q1 		$672K Hold
986
– – 0.2% 87
2025
Q4 		$544K Hold
986
– – 0.19% 84
2025
Q3 		$536K Sell
986
-187
-16% -$92.1K 0.19% 87
2025
Q2 		$573K Buy
+1,173
New +$463K 0.22% 80

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BCS Private Wealth Management's CW Position: Q1 2026 in Review

BCS Private Wealth Management held its Curtiss-Wright (CW) position steady in Q1 2026 at 986 shares worth $672K. The position accounts for 0.2% of the portfolio, ranked #87.

BCS Private Wealth Management first reported a position in CW in Q2 2025 and has held it in 4 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • BCS Private Wealth Management held 986 shares of Curtiss-Wright worth $672K as of Q1 2026.
  • BCS Private Wealth Management left its Curtiss-Wright share count unchanged in Q1 2026.
  • Curtiss-Wright made up 0.2% of BCS Private Wealth Management's portfolio in Q1 2026, its #87 holding.
  • BCS Private Wealth Management first reported a position in Curtiss-Wright in Q2 2025 and has held it in 4 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.