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Benjamin Edwards Inc’s Curtiss-Wright CW Stock Holding History

Benjamin Edwards Inc’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 		$2.16M Buy
2,856
+383
+15% +$281K 0.02% 551
2026
Q1 		$1.68M Sell
2,473
-508
-17% -$338K 0.02% 592
2025
Q4 		$1.64M Buy
2,981
+145
+5% +$80.9K 0.02% 569
2025
Q3 		$1.54M Buy
2,836
+207
+8% +$102K 0.02% 565
2025
Q2 		$1.28M Buy
2,629
+198
+8% +$78.2K 0.02% 550
2025
Q1 		$771K Buy
2,431
+79
+3% +$26.7K 0.01% 665
2024
Q4 		$835K Buy
2,352
+160
+7% +$57.6K 0.01% 666
2024
Q3 		$721K Buy
2,192
+553
+34% +$164K 0.01% 685
2024
Q2 		$444K Sell
1,639
-348
-18% -$93K 0.09% 236
2024
Q1 		$509K Buy
1,987
+589
+42% +$137K 0.1% 219
2023
Q4 		$312K Buy
1,398
+175
+14% +$36.6K 0.07% 247
2023
Q3 		$239K Buy
1,223
+387
+46% +$76.7K 0.06% 254
2023
Q2 		$154K Buy
836
+408
+95% +$69.5K 0.04% 315
2023
Q1 		$75K Buy
428
+261
+156% +$44.2K 0.02% 405
2022
Q4 		$28K Buy
+167
New +$27.8K 0.01% 464

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

Benjamin Edwards Inc's CW Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Curtiss-Wright (CW) stake by 15% in Q2 2026, buying an estimated $281K and bringing the position to 2,856 shares worth $2.16M. The position accounts for 0.02% of the portfolio, ranked #551.

Benjamin Edwards Inc first reported a position in CW in Q4 2022 and has held it in 15 quarters since. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Benjamin Edwards Inc held 2,856 shares of Curtiss-Wright worth $2.16M as of Q2 2026.
  • Benjamin Edwards Inc bought 383 Curtiss-Wright shares in Q2 2026, an estimated $281K.
  • Curtiss-Wright made up 0.02% of Benjamin Edwards Inc's portfolio in Q2 2026, its #551 holding.
  • Benjamin Edwards Inc first reported a position in Curtiss-Wright in Q4 2022 and has held it in 15 quarters since.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.