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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
Q2 		$421K Sell
555
-431
-44% -$316K 0.13% 118
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 $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

BCS Private Wealth Management's CW Position: Q2 2026 in Review

BCS Private Wealth Management reduced its Curtiss-Wright (CW) stake by 44% in Q2 2026, selling an estimated $316K and leaving 555 shares worth $421K. The position accounts for 0.13% of the portfolio, ranked #118.

BCS Private Wealth Management first reported a position in CW in Q2 2025 and has held it in 5 quarters since. The position peaked at $672K in Q1 2026. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • BCS Private Wealth Management held 555 shares of Curtiss-Wright worth $421K as of Q2 2026.
  • BCS Private Wealth Management sold 431 Curtiss-Wright shares in Q2 2026, an estimated $316K.
  • Curtiss-Wright made up 0.13% of BCS Private Wealth Management's portfolio in Q2 2026, its #118 holding.
  • BCS Private Wealth Management first reported a position in Curtiss-Wright in Q2 2025 and has held it in 5 quarters since.
  • BCS Private Wealth Management's Curtiss-Wright position peaked at $672K in Q1 2026.
  • 946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

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