CFFP
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Center for Financial Planning’s Curtiss-Wright CW Stock Holding History

Center for Financial Planning’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
2025
Q3 		– Sell
-4
Closed -$1.96K – 671
2025
Q2 		$1.96K Hold
4
– – ﹤0.01% 562
2025
Q1 		$1.27K Hold
4
– – ﹤0.01% 623
2024
Q4 		$1.42K Buy
+4
New +$1.44K ﹤0.01% 571

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Center for Financial Planning's CW Position: Q3 2025 in Review

Center for Financial Planning sold out of Curtiss-Wright (CW) in Q3 2025, closing a stake of 4 shares — an estimated $1.96K sold.

Center for Financial Planning first reported a position in CW in Q4 2024 and held it in 3 quarters. The position peaked at $1.96K in Q2 2025. 791 funds tracked by Wall St. Rank hold CW as of Q3 2025.

  • Center for Financial Planning reported no remaining Curtiss-Wright position as of Q3 2025 after selling out during the quarter.
  • Center for Financial Planning sold 4 Curtiss-Wright shares in Q3 2025, an estimated $1.96K.
  • Center for Financial Planning first reported a position in Curtiss-Wright in Q4 2024 and held it in 3 quarters.
  • Center for Financial Planning's Curtiss-Wright position peaked at $1.96K in Q2 2025.
  • 791 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2025.

Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.