CWM
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CCG Wealth Management’s Curtiss-Wright CW Stock Holding History

CCG 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
Q1 		$1.47M Buy
2,162
+28
+1% +$18.6K 0.4% 41
2025
Q4 		$1.18M Buy
2,134
+24
+1% +$13.4K 0.5% 34
2025
Q3 		$1.15M Sell
2,110
-2
-0.1% -$985 0.54% 32
2025
Q2 		$1.03M Sell
2,112
-13
-0.6% -$5.13K 0.54% 31
2025
Q1 		$674K Sell
2,125
-1
-0% -$337 0.4% 38
2024
Q4 		$754K Hold
2,126
– – 0.42% 38
2024
Q3 		$699K Sell
2,126
-2
-0.1% -$592 0.39% 39
2024
Q2 		$577K Sell
2,128
-43
-2% -$11.5K 0.33% 41
2024
Q1 		$556K Hold
2,171
– – 0.33% 39
2023
Q4 		$484K Hold
2,171
– – 0.32% 34
2023
Q3 		$425K Sell
2,171
-112
-5% -$22.2K 0.28% 37
2023
Q2 		$419K Hold
2,283
– – 0.26% 38
2023
Q1 		$402K Hold
2,283
– – 0.27% 37
2022
Q4 		$381K Sell
2,283
-200
-8% -$33.3K 0.21% 53
2022
Q3 		$346K Sell
2,483
-200
-7% -$28.4K 0.21% 52
2022
Q2 		$354K Sell
2,683
-763
-22% -$108K 0.2% 58
2022
Q1 		$517K Sell
3,446
-1,377
-29% -$196K 0.25% 48
2021
Q4 		$669K Sell
4,823
-962
-17% -$127K 0.35% 36
2021
Q3 		$730K Sell
5,785
-669
-10% -$80K 0.42% 44
2021
Q2 		$766K Sell
6,454
-487
-7% -$60.9K 0.6% 28
2021
Q1 		$823K Sell
6,941
-8,000
-54% -$925K 0.81% 26
2020
Q4 		$1.74M Sell
14,941
-32,176
-68% -$3.4M 1.83% 15
2020
Q3 		$4.39M Sell
47,117
-283
-0.6% -$27.2K 4.12% 8
2020
Q2 		$4.23M Hold
47,400
– – 3.95% 8
2020
Q1 		$4.38M Hold
47,400
– – 4.21% 10
2019
Q4 		$6.68M Hold
47,400
– – 4.23% 5
2019
Q3 		$6.13M Hold
47,400
– – 4.18% 6
2019
Q2 		$6.03M Hold
47,400
– – 4.3% 6
2019
Q1 		$5.37M Hold
47,400
– – 4.31% 6
2018
Q4 		$4.84M Buy
+47,400
New +$5.3M 4.71% 5

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

CCG Wealth Management's CW Position: Q1 2026 in Review

CCG Wealth Management increased its Curtiss-Wright (CW) stake by 1.3% in Q1 2026, buying an estimated $18.6K and bringing the position to 2,162 shares worth $1.47M. The position accounts for 0.4% of the portfolio, ranked #41.

CCG Wealth Management first reported a position in CW in Q4 2018 and has held it in 30 quarters since. The position peaked at $6.68M in Q4 2019. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • CCG Wealth Management held 2,162 shares of Curtiss-Wright worth $1.47M as of Q1 2026.
  • CCG Wealth Management bought 28 Curtiss-Wright shares in Q1 2026, an estimated $18.6K.
  • Curtiss-Wright made up 0.4% of CCG Wealth Management's portfolio in Q1 2026, its #41 holding.
  • CCG Wealth Management first reported a position in Curtiss-Wright in Q4 2018 and has held it in 30 quarters since.
  • CCG Wealth Management's Curtiss-Wright position peaked at $6.68M in Q4 2019.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.