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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
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 $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

Beacon Pointe Advisors's CW Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Curtiss-Wright (CW) stake by 12% in Q1 2026, buying an estimated $35.3K and bringing the position to 508 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

Beacon Pointe Advisors first reported a position in CW in Q4 2025 and has held it in 2 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Beacon Pointe Advisors held 508 shares of Curtiss-Wright worth $346K as of Q1 2026.
  • Beacon Pointe Advisors bought 53 Curtiss-Wright shares in Q1 2026, an estimated $35.3K.
  • Curtiss-Wright made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1465 holding.
  • Beacon Pointe Advisors first reported a position in Curtiss-Wright in Q4 2025 and has held it in 2 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.