Carolina Wealth Advisors’s Curtiss-Wright CW Stock Holding History

Carolina Wealth Advisors’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	–	Sell	-5	Closed	-$2.76K	–	293
2025 Q4	$2.76K	Buy	+5	New	+$2.79K	﹤0.01%	218

Other funds holding CW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Carolina Wealth Advisors's CW Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of Curtiss-Wright (CW) in Q1 2026, closing a stake of 5 shares — an estimated $2.76K sold.

Carolina Wealth Advisors first reported a position in CW in Q4 2025 and held it in 1 quarter. The position peaked at $2.76K in Q4 2025. 902 funds tracked by Wall St. Rank hold CW as of Q1 2026.

Carolina Wealth Advisors reported no remaining Curtiss-Wright position as of Q1 2026 after selling out during the quarter.
Carolina Wealth Advisors sold 5 Curtiss-Wright shares in Q1 2026, an estimated $2.76K.
Carolina Wealth Advisors first reported a position in Curtiss-Wright in Q4 2025 and held it in 1 quarter.
Carolina Wealth Advisors's Curtiss-Wright position peaked at $2.76K in Q4 2025.
902 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.