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Brookwood Investment Group’s Curtiss-Wright CW Stock Holding History

Brookwood Investment Group’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 		$1.48M Buy
1,950
+15
+0.8% +$11K 0.17% 131
2026
Q1 		$1.32M Hold
1,935
– – 0.16% 143
2025
Q4 		$1.07M Buy
1,935
+150
+8% +$83.7K 0.13% 154
2025
Q3 		$969K Hold
1,785
– – 0.13% 149
2025
Q2 		$872K Buy
1,785
+79
+5% +$31.2K 0.14% 152
2025
Q1 		$541K Buy
+1,706
New +$576K 0.09% 211

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

Brookwood Investment Group's CW Position: Q2 2026 in Review

Brookwood Investment Group increased its Curtiss-Wright (CW) stake by 0.78% in Q2 2026, buying an estimated $11K and bringing the position to 1,950 shares worth $1.48M. The position accounts for 0.17% of the portfolio, ranked #131.

Brookwood Investment Group first reported a position in CW in Q1 2025 and has held it in 6 quarters since. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Brookwood Investment Group held 1,950 shares of Curtiss-Wright worth $1.48M as of Q2 2026.
  • Brookwood Investment Group bought 15 Curtiss-Wright shares in Q2 2026, an estimated $11K.
  • Curtiss-Wright made up 0.17% of Brookwood Investment Group's portfolio in Q2 2026, its #131 holding.
  • Brookwood Investment Group first reported a position in Curtiss-Wright in Q1 2025 and has held it in 6 quarters since.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.