Bell Investment Advisors’s Curtiss-Wright CW Stock Holding History

Bell Investment 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	$3.79K	Buy	5 +1	+25%	+$733	﹤0.01%	1094
2026 Q1	$2.73K	Hold	4	–	–	﹤0.01%	1209
2025 Q4	$2.21K	Hold	4	–	–	﹤0.01%	1316
2025 Q3	$2.17K	Hold	4	–	–	﹤0.01%	1305
2025 Q2	$1.96K	Hold	4	–	–	﹤0.01%	1372
2025 Q1	$1.27K	Hold	4	–	–	﹤0.01%	1475
2024 Q4	$1.42K	Hold	4	–	–	﹤0.01%	1462
2024 Q3	$1.31K	Hold	4	–	–	﹤0.01%	1510
2024 Q2	$1.08K	Hold	4	–	–	﹤0.01%	1593
2024 Q1	$1.02K	Hold	4	–	–	﹤0.01%	1596
2023 Q4	$892	Hold	4	–	–	﹤0.01%	1624
2023 Q3	$783	Sell	4 -4	-50%	-$793	﹤0.01%	1641
2023 Q2	$1.47K	Hold	8	–	–	﹤0.01%	1443
2023 Q1	$1.41K	Sell	8 -3	-27%	-$508	﹤0.01%	1426
2022 Q4	$1.84K	Buy	11 +3	+38%	+$500	﹤0.01%	1337
2022 Q3	$1K	Buy	8 +4	+100%	+$568	﹤0.01%	1371
2022 Q2	$1K	Buy	+4	New	+$568	﹤0.01%	1391
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	1399
2021 Q3	$1K	Buy	+4	New	+$478	﹤0.01%	1334

Other funds holding CW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bell Investment Advisors's CW Position: Q2 2026 in Review

Bell Investment Advisors increased its Curtiss-Wright (CW) stake by 25% in Q2 2026, buying an estimated $733 and bringing the position to 5 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Bell Investment Advisors first reported a position in CW in Q3 2021 and has held it in 19 quarters since. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

Bell Investment Advisors held 5 shares of Curtiss-Wright worth $3.79K as of Q2 2026.
Bell Investment Advisors bought 1 Curtiss-Wright share in Q2 2026, an estimated $733.
Curtiss-Wright made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1094 holding.
Bell Investment Advisors first reported a position in Curtiss-Wright in Q3 2021 and has held it in 19 quarters since.
943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.