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Bellwether Advisors’s Curtiss-Wright CW Stock Holding History

Bellwether 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 		$3.45M Buy
+4,553
New +$3.34M 0.51% 47
2025
Q3 		– Sell
-21
Closed -$10.3K – 238
2025
Q2 		$10.3K Hold
21
– – ﹤0.01% 365
2025
Q1 		$6.66K Hold
21
– – ﹤0.01% 352
2024
Q4 		$7.45K Buy
+21
New +$7.56K ﹤0.01% 359
2023
Q2 		– Sell
-1
Closed -$176 – 168
2023
Q1 		$176 Buy
+1
New +$169 ﹤0.01% 424

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

Bellwether Advisors's CW Position: Q2 2026 in Review

Bellwether Advisors opened a new position in Curtiss-Wright (CW) in Q2 2026: 4,553 shares worth $3.45M. The stake represents 0.51% of the portfolio and ranks #47 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in CW as recently as Q2 2025.

Bellwether Advisors first reported a position in CW in Q1 2023 and has held it in 5 quarters since. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Bellwether Advisors held 4,553 shares of Curtiss-Wright worth $3.45M as of Q2 2026.
  • Curtiss-Wright was a new Bellwether Advisors position in Q2 2026.
  • Curtiss-Wright made up 0.51% of Bellwether Advisors's portfolio in Q2 2026, its #47 holding.
  • Bellwether Advisors first reported a position in Curtiss-Wright in Q1 2023 and has held it in 5 quarters since.
  • 946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Bellwether Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.