CIBC Private Wealth Group’s Curtiss-Wright CW Stock Holding History

CIBC Private Wealth Group’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 Q4	$36M	Sell	65,237 -4,028	-6%	-$2.25M	0.06%	214
2025 Q3	$37.6M	Sell	69,265 -1,429	-2%	-$704K	0.06%	217
2025 Q2	$34.5M	Sell	70,694 -1,130	-2%	-$446K	0.06%	227
2025 Q1	$21M	Buy	71,824 +27,231	+61%	+$9.19M	0.04%	246
2024 Q4	$15.7M	Buy	44,593 +43,515	+4,037%	+$15.7M	0.03%	295
2024 Q3	$354K	Buy	1,078 +238	+28%	+$70.4K	﹤0.01%	978
2024 Q2	$229K	Buy	840 +45	+6%	+$12K	﹤0.01%	1046
2024 Q1	$204K	Sell	795 -300	-27%	-$69.7K	﹤0.01%	1109
2023 Q4	$244K	Buy	+1,095	New	+$229K	﹤0.01%	1004

Other funds holding CW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CIBC Private Wealth Group's CW Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Curtiss-Wright (CW) stake by 5.8% in Q4 2025, selling an estimated $2.25M and leaving 65,237 shares worth $36M. The position accounts for 0.06% of the portfolio, ranked #214.

CIBC Private Wealth Group first reported a position in CW in Q4 2023 and has held it in 9 quarters since. The position peaked at $37.6M in Q3 2025. 838 funds tracked by Wall St. Rank hold CW as of Q4 2025.

CIBC Private Wealth Group held 65,237 shares of Curtiss-Wright worth $36M as of Q4 2025.
CIBC Private Wealth Group sold 4,028 Curtiss-Wright shares in Q4 2025, an estimated $2.25M.
Curtiss-Wright made up 0.06% of CIBC Private Wealth Group's portfolio in Q4 2025, its #214 holding.
CIBC Private Wealth Group first reported a position in Curtiss-Wright in Q4 2023 and has held it in 9 quarters since.
CIBC Private Wealth Group's Curtiss-Wright position peaked at $37.6M in Q3 2025.
838 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.