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Cary Street Partners Investment Advisory’s Curtiss-Wright CW Stock Holding History

Cary Street Partners Investment Advisory’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 		$108K Buy
142
+8
+6% +$5.86K 0.02% 487
2026
Q1 		$91.3K Buy
134
+78
+139% +$51.9K 0.02% 464
2025
Q4 		$30.9K Buy
+56
New +$31.2K 0.01% 561

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cary Street Partners Investment Advisory's CW Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Curtiss-Wright (CW) stake by 6% in Q2 2026, buying an estimated $5.86K and bringing the position to 142 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #487.

Cary Street Partners Investment Advisory first reported a position in CW in Q4 2025 and has held it in 3 quarters since. 616 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Cary Street Partners Investment Advisory held 142 shares of Curtiss-Wright worth $108K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 8 Curtiss-Wright shares in Q2 2026, an estimated $5.86K.
  • Curtiss-Wright made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #487 holding.
  • Cary Street Partners Investment Advisory first reported a position in Curtiss-Wright in Q4 2025 and has held it in 3 quarters since.
  • 616 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.