Cerity Partners
CW icon

Cerity Partners’s Curtiss-Wright CW Stock Holding History

Cerity Partners’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 		$17.1M Buy
25,166
+5,531
+28% +$3.68M 0.02% 494
2025
Q4 		$10.8M Buy
19,635
+2,731
+16% +$1.52M 0.02% 604
2025
Q3 		$9.18M Buy
16,904
+4,089
+32% +$2.01M 0.01% 612
2025
Q2 		$6.26M Buy
12,815
+5,517
+76% +$2.18M 0.01% 714
2025
Q1 		$2.32M Buy
7,298
+202
+3% +$68.2K ﹤0.01% 1049
2024
Q4 		$2.44M Buy
7,096
+435
+7% +$157K 0.01% 1014
2024
Q3 		$2.19M Buy
6,661
+1,152
+21% +$341K ﹤0.01% 1052
2024
Q2 		$1.49M Sell
5,509
-580
-10% -$155K ﹤0.01% 1049
2024
Q1 		$1.56M Buy
6,089
+3,132
+106% +$728K ﹤0.01% 1082
2023
Q4 		$659K Buy
2,957
+1,121
+61% +$235K ﹤0.01% 1154
2023
Q3 		$359K Sell
1,836
-843
-31% -$167K ﹤0.01% 1088
2023
Q2 		$492K Buy
2,679
+674
+34% +$115K ﹤0.01% 1189
2023
Q1 		$353K Buy
2,005
+33
+2% +$5.59K ﹤0.01% 1459
2022
Q4 		$329K Buy
1,972
+31
+2% +$5.16K ﹤0.01% 1113
2022
Q3 		$270K Sell
1,941
-28
-1% -$3.97K ﹤0.01% 940
2022
Q2 		$260K Buy
+1,969
New +$280K ﹤0.01% 967

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

Cerity Partners's CW Position: Q1 2026 in Review

Cerity Partners increased its Curtiss-Wright (CW) stake by 28% in Q1 2026, buying an estimated $3.68M and bringing the position to 25,166 shares worth $17.1M. The position accounts for 0.02% of the portfolio, ranked #494.

Cerity Partners first reported a position in CW in Q2 2022 and has held it in 16 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Cerity Partners held 25,166 shares of Curtiss-Wright worth $17.1M as of Q1 2026.
  • Cerity Partners bought 5,531 Curtiss-Wright shares in Q1 2026, an estimated $3.68M.
  • Curtiss-Wright made up 0.02% of Cerity Partners's portfolio in Q1 2026, its #494 holding.
  • Cerity Partners first reported a position in Curtiss-Wright in Q2 2022 and has held it in 16 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.