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Bogart Wealth LLC’s Curtiss-Wright CW Stock Holding History

Bogart Wealth LLC’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 		$3.03K Hold
4
– – ﹤0.01% 1347
2026
Q1 		$2.72K Buy
4
+2
+100% +$1.33K ﹤0.01% 1212
2025
Q4 		$1.1K Sell
2
-1
-33% -$558 ﹤0.01% 1297
2025
Q3 		$1.63K Buy
3
+1
+50% +$493 ﹤0.01% 1197
2025
Q2 		$977 Hold
2
– – ﹤0.01% 1229
2025
Q1 		$635 Buy
+2
New +$675 ﹤0.01% 1233

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

Bogart Wealth LLC's CW Position: Q2 2026 in Review

Bogart Wealth LLC held its Curtiss-Wright (CW) position steady in Q2 2026 at 4 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Bogart Wealth LLC first reported a position in CW in Q1 2025 and has held it in 6 quarters since. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Bogart Wealth LLC held 4 shares of Curtiss-Wright worth $3.03K as of Q2 2026.
  • Bogart Wealth LLC left its Curtiss-Wright share count unchanged in Q2 2026.
  • Curtiss-Wright made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1347 holding.
  • Bogart Wealth LLC first reported a position in Curtiss-Wright in Q1 2025 and has held it in 6 quarters since.
  • 943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.