CCWM
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Cassaday & Co Wealth Management’s Curtiss-Wright CW Stock Holding History

Cassaday & Co 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 		$758 Hold
1
– – ﹤0.01% 1098
2026
Q1 		$682 Buy
+1
New +$665 ﹤0.01% 1166

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
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

Cassaday & Co Wealth Management's CW Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Curtiss-Wright (CW) position steady in Q2 2026 at 1 share worth $758. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Cassaday & Co Wealth Management first reported a position in CW in Q1 2026 and has held it in 2 quarters since. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Cassaday & Co Wealth Management held 1 share of Curtiss-Wright worth $758 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Curtiss-Wright share count unchanged in Q2 2026.
  • Curtiss-Wright made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1098 holding.
  • Cassaday & Co Wealth Management first reported a position in Curtiss-Wright in Q1 2026 and has held it in 2 quarters since.
  • 943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.