CFO
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Callan Family Office’s Curtiss-Wright CW Stock Holding History

Callan Family Office’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 		$736K Buy
971
+3
+0.3% +$2.2K 0.01% 688
2026
Q1 		$660K Sell
968
-2
-0.2% -$1.33K 0.02% 675
2025
Q4 		$535K Buy
970
+351
+57% +$196K 0.01% 761
2025
Q3 		$336K Hold
619
– – 0.01% 659
2025
Q2 		$302K Buy
+619
New +$244K 0.01% 771
2025
Q1 		– Sell
-629
Closed -$223K – 574
2024
Q4 		$223K Buy
+629
New +$227K 0.01% 577

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

Callan Family Office's CW Position: Q2 2026 in Review

Callan Family Office increased its Curtiss-Wright (CW) stake by 0.31% in Q2 2026, buying an estimated $2.2K and bringing the position to 971 shares worth $736K. The position accounts for 0.01% of the portfolio, ranked #688.

Callan Family Office first reported a position in CW in Q4 2024 and has held it in 6 quarters since. 950 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Callan Family Office held 971 shares of Curtiss-Wright worth $736K as of Q2 2026.
  • Callan Family Office bought 3 Curtiss-Wright shares in Q2 2026, an estimated $2.2K.
  • Curtiss-Wright made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #688 holding.
  • Callan Family Office first reported a position in Curtiss-Wright in Q4 2024 and has held it in 6 quarters since.
  • 950 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.