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Beirne Wealth Consulting Services’s Curtiss-Wright CW Stock Holding History

Beirne Wealth Consulting 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
2025
Q4 		– Sell
-698
Closed -$379K – 138
2025
Q3 		$379K Buy
+698
New +$344K 0.09% 128

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Beirne Wealth Consulting Services's CW Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of Curtiss-Wright (CW) in Q4 2025, closing a stake of 698 shares — an estimated $379K sold.

Beirne Wealth Consulting Services first reported a position in CW in Q3 2025 and held it in 1 quarter. The position peaked at $379K in Q3 2025. 838 funds tracked by Wall St. Rank hold CW as of Q4 2025.

  • Beirne Wealth Consulting Services reported no remaining Curtiss-Wright position as of Q4 2025 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 698 Curtiss-Wright shares in Q4 2025, an estimated $379K.
  • Beirne Wealth Consulting Services first reported a position in Curtiss-Wright in Q3 2025 and held it in 1 quarter.
  • Beirne Wealth Consulting Services's Curtiss-Wright position peaked at $379K in Q3 2025.
  • 838 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.