Cetera Investment Advisers
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Cetera Investment Advisers’s Curtiss-Wright CW Stock Holding History

Cetera Investment Advisers’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 		$15.7M Buy
22,996
+183
+0.8% +$122K 0.02% 804
2025
Q4 		$12.6M Sell
22,813
-196
-0.9% -$109K 0.01% 896
2025
Q3 		$12.5M Buy
23,009
+3,607
+19% +$1.78M 0.01% 862
2025
Q2 		$9.48M Sell
19,402
-235
-1% -$92.8K 0.02% 852
2025
Q1 		$6.23M Buy
19,637
+2,919
+17% +$985K 0.01% 988
2024
Q4 		$5.93M Buy
16,718
+1,566
+10% +$564K 0.01% 956
2024
Q3 		$4.98M Buy
15,152
+3,020
+25% +$894K 0.01% 1001
2024
Q2 		$3.29M Sell
12,132
-305
-2% -$81.5K 0.01% 1233
2024
Q1 		$3.18M Buy
12,437
+8,358
+205% +$1.94M 0.01% 1246
2023
Q4 		$909K Buy
4,079
+23
+0.6% +$4.81K 0.01% 1151
2023
Q3 		$794K Buy
4,056
+464
+13% +$92K 0.01% 1160
2023
Q2 		$660K Buy
3,592
+57
+2% +$9.72K 0.01% 1293
2023
Q1 		$623K Sell
3,535
-9
-0.3% -$1.52K 0.01% 1299
2022
Q4 		$592K Buy
+3,544
New +$590K 0.01% 1285

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

Cetera Investment Advisers's CW Position: Q1 2026 in Review

Cetera Investment Advisers increased its Curtiss-Wright (CW) stake by 0.8% in Q1 2026, buying an estimated $122K and bringing the position to 22,996 shares worth $15.7M. The position accounts for 0.02% of the portfolio, ranked #804.

Cetera Investment Advisers first reported a position in CW in Q4 2022 and has held it in 14 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Cetera Investment Advisers held 22,996 shares of Curtiss-Wright worth $15.7M as of Q1 2026.
  • Cetera Investment Advisers bought 183 Curtiss-Wright shares in Q1 2026, an estimated $122K.
  • Curtiss-Wright made up 0.02% of Cetera Investment Advisers's portfolio in Q1 2026, its #804 holding.
  • Cetera Investment Advisers first reported a position in Curtiss-Wright in Q4 2022 and has held it in 14 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.