CYG
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Clean Yield Group’s Curtiss-Wright CW Stock Holding History

Clean Yield 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
2026
Q1 		$238K Hold
350
– – 0.07% 125
2025
Q4 		$193K Hold
350
– – 0.05% 140
2025
Q3 		$190K Hold
350
– – 0.05% 136
2025
Q2 		$171K Hold
350
– – 0.05% 137
2025
Q1 		$111K Hold
350
– – 0.04% 163
2024
Q4 		$124K Buy
+350
New +$126K 0.04% 159

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

Clean Yield Group's CW Position: Q1 2026 in Review

Clean Yield Group held its Curtiss-Wright (CW) position steady in Q1 2026 at 350 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #125.

Clean Yield Group first reported a position in CW in Q4 2024 and has held it in 6 quarters since. 902 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Clean Yield Group held 350 shares of Curtiss-Wright worth $238K as of Q1 2026.
  • Clean Yield Group left its Curtiss-Wright share count unchanged in Q1 2026.
  • Curtiss-Wright made up 0.07% of Clean Yield Group's portfolio in Q1 2026, its #125 holding.
  • Clean Yield Group first reported a position in Curtiss-Wright in Q4 2024 and has held it in 6 quarters since.
  • 902 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.