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Cherry Tree Wealth Management’s Curtiss-Wright CW Stock Holding History

Cherry Tree 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 		$13.6K Hold
20
– – ﹤0.01% 380
2025
Q4 		$11K Hold
20
– – ﹤0.01% 417
2025
Q3 		$10.9K Hold
20
– – ﹤0.01% 398
2025
Q2 		$9.77K Hold
20
– – ﹤0.01% 413
2025
Q1 		$6.35K Buy
+20
New +$6.75K ﹤0.01% 495

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Cherry Tree Wealth Management's CW Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Curtiss-Wright (CW) position steady in Q1 2026 at 20 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Cherry Tree Wealth Management first reported a position in CW in Q1 2025 and has held it in 5 quarters since. 906 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Cherry Tree Wealth Management held 20 shares of Curtiss-Wright worth $13.6K as of Q1 2026.
  • Cherry Tree Wealth Management left its Curtiss-Wright share count unchanged in Q1 2026.
  • Curtiss-Wright made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #380 holding.
  • Cherry Tree Wealth Management first reported a position in Curtiss-Wright in Q1 2025 and has held it in 5 quarters since.
  • 906 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.