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Bourgeon Capital Management’s Curtiss-Wright CW Stock Holding History

Bourgeon Capital Management’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 		$7.88M Sell
11,573
-12,499
-52% -$8.31M 1.36% 36
2025
Q4 		$13.3M Buy
24,072
+151
+0.6% +$84.2K 2.15% 21
2025
Q3 		$13M Sell
23,921
-23
-0.1% -$11.3K 2.34% 18
2025
Q2 		$11.7M Sell
23,944
-248
-1% -$97.9K 2.31% 17
2025
Q1 		$7.68M Buy
+24,192
New +$8.16M 1.65% 26

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bourgeon Capital Management's CW Position: Q1 2026 in Review

Bourgeon Capital Management reduced its Curtiss-Wright (CW) stake by 52% in Q1 2026, selling an estimated $8.31M and leaving 11,573 shares worth $7.88M. The position accounts for 1.36% of the portfolio, ranked #36.

Bourgeon Capital Management first reported a position in CW in Q1 2025 and has held it in 5 quarters since. The position peaked at $13.3M in Q4 2025. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Bourgeon Capital Management held 11,573 shares of Curtiss-Wright worth $7.88M as of Q1 2026.
  • Bourgeon Capital Management sold 12,499 Curtiss-Wright shares in Q1 2026, an estimated $8.31M.
  • Curtiss-Wright made up 1.36% of Bourgeon Capital Management's portfolio in Q1 2026, its #36 holding.
  • Bourgeon Capital Management first reported a position in Curtiss-Wright in Q1 2025 and has held it in 5 quarters since.
  • Bourgeon Capital Management's Curtiss-Wright position peaked at $13.3M in Q4 2025.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.