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
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 $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

Callan Family Office's CW Position: Q1 2026 in Review

Callan Family Office reduced its Curtiss-Wright (CW) stake by 0.21% in Q1 2026, selling an estimated $1.33K and leaving 968 shares worth $660K. The position accounts for 0.02% of the portfolio, ranked #675.

Callan Family Office first reported a position in CW in Q4 2024 and has held it in 5 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Callan Family Office held 968 shares of Curtiss-Wright worth $660K as of Q1 2026.
  • Callan Family Office sold 2 Curtiss-Wright shares in Q1 2026, an estimated $1.33K.
  • Curtiss-Wright made up 0.02% of Callan Family Office's portfolio in Q1 2026, its #675 holding.
  • Callan Family Office first reported a position in Curtiss-Wright in Q4 2024 and has held it in 5 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.