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Beacon Pointe Advisors’s Curtiss-Wright CW Stock Holding History

Beacon Pointe 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 		$443K Buy
585
+77
+15% +$56.4K ﹤0.01% 1397
2026
Q1 		$346K Buy
508
+53
+12% +$35.3K ﹤0.01% 1465
2025
Q4 		$251K Buy
+455
New +$254K ﹤0.01% 1348

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

Beacon Pointe Advisors's CW Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Curtiss-Wright (CW) stake by 15% in Q2 2026, buying an estimated $56.4K and bringing the position to 585 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Beacon Pointe Advisors first reported a position in CW in Q4 2025 and has held it in 3 quarters since. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Beacon Pointe Advisors held 585 shares of Curtiss-Wright worth $443K as of Q2 2026.
  • Beacon Pointe Advisors bought 77 Curtiss-Wright shares in Q2 2026, an estimated $56.4K.
  • Curtiss-Wright made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1397 holding.
  • Beacon Pointe Advisors first reported a position in Curtiss-Wright in Q4 2025 and has held it in 3 quarters since.
  • 946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.