Bruce G. Allen Investments’s Curtiss-Wright CW Stock Holding History

Bruce G. Allen Investments’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	$1.52K	Sell	2 -2	-50%	-$1.47K	﹤0.01%	737
2026 Q1	$2.72K	Hold	4	–	–	﹤0.01%	655
2025 Q4	$2.21K	Hold	4	–	–	﹤0.01%	682
2025 Q3	$2.17K	Hold	4	–	–	﹤0.01%	689
2025 Q2	$1.95K	Sell	4 -1	-20%	-$395	﹤0.01%	716
2025 Q1	$1.59K	Hold	5	–	–	﹤0.01%	742
2024 Q4	$1.77K	Hold	5	–	–	﹤0.01%	734
2024 Q3	$1.64K	Hold	5	–	–	﹤0.01%	746
2024 Q2	$1.35K	Hold	5	–	–	﹤0.01%	739
2024 Q1	$1.28K	Sell	5 -5	-50%	-$1.16K	﹤0.01%	752
2023 Q4	$2.23K	Buy	+10	New	+$2.09K	﹤0.01%	724

Other funds holding CW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Bruce G. Allen Investments's CW Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Curtiss-Wright (CW) stake by 50% in Q2 2026, selling an estimated $1.47K and leaving 2 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #737.

Bruce G. Allen Investments first reported a position in CW in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.72K in Q1 2026. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

Bruce G. Allen Investments held 2 shares of Curtiss-Wright worth $1.52K as of Q2 2026.
Bruce G. Allen Investments sold 2 Curtiss-Wright shares in Q2 2026, an estimated $1.47K.
Curtiss-Wright made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #737 holding.
Bruce G. Allen Investments first reported a position in Curtiss-Wright in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Curtiss-Wright position peaked at $2.72K in Q1 2026.
943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.