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Bullock Wealth Management’s Curtiss-Wright CW Stock Holding History

Bullock Wealth 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
Q2 		$34.1K Hold
45
– – 0.01% 314
2026
Q1 		$31.4K Hold
45
– – 0.02% 310
2025
Q4 		$24.8K Hold
45
– – 0.01% 321
2025
Q3 		$24.4K Hold
45
– – 0.01% 322
2025
Q2 		$21.4K Hold
45
– – 0.01% 317
2025
Q1 		$14.5K Sell
45
-20
-31% -$6.75K 0.01% 341
2024
Q4 		$23.1K Buy
+65
New +$23.4K 0.01% 309

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Bullock Wealth Management's CW Position: Q2 2026 in Review

Bullock Wealth Management held its Curtiss-Wright (CW) position steady in Q2 2026 at 45 shares worth $34.1K. The position accounts for 0.01% of the portfolio, ranked #314.

Bullock Wealth Management first reported a position in CW in Q4 2024 and has held it in 7 quarters since. 950 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Bullock Wealth Management held 45 shares of Curtiss-Wright worth $34.1K as of Q2 2026.
  • Bullock Wealth Management left its Curtiss-Wright share count unchanged in Q2 2026.
  • Curtiss-Wright made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #314 holding.
  • Bullock Wealth Management first reported a position in Curtiss-Wright in Q4 2024 and has held it in 7 quarters since.
  • 950 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.