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Bellecapital’s Curtiss-Wright CW Stock Holding History

Bellecapital’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 		– Sell
-396
Closed -$218K – 125
2025
Q4 		$218K Hold
396
– – 0.04% 118
2025
Q3 		$215K Sell
396
-766
-66% -$377K 0.03% 122
2025
Q2 		$568K Hold
1,162
– – 0.1% 72
2025
Q1 		$369K Sell
1,162
-449
-28% -$152K 0.07% 88
2024
Q4 		$572K Sell
1,611
-579
-26% -$209K 0.1% 78
2024
Q3 		$720K Sell
2,190
-187
-8% -$55.3K 0.14% 73
2024
Q2 		$644K Hold
2,377
– – 0.14% 88
2024
Q1 		$608K Hold
2,377
– – 0.13% 93
2023
Q4 		$530K Hold
2,377
– – 0.12% 91
2023
Q3 		$465K Buy
+2,377
New +$471K 0.12% 105

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bellecapital's CW Position: Q1 2026 in Review

Bellecapital sold out of Curtiss-Wright (CW) in Q1 2026, closing a stake of 396 shares — an estimated $218K sold.

Bellecapital first reported a position in CW in Q3 2023 and held it in 10 quarters. The position peaked at $720K in Q3 2024. 905 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Bellecapital reported no remaining Curtiss-Wright position as of Q1 2026 after selling out during the quarter.
  • Bellecapital sold 396 Curtiss-Wright shares in Q1 2026, an estimated $218K.
  • Bellecapital first reported a position in Curtiss-Wright in Q3 2023 and held it in 10 quarters.
  • Bellecapital's Curtiss-Wright position peaked at $720K in Q3 2024.
  • 905 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Bellecapital's 13F filing for Q1 2026, filed 17 Apr 2026.