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Clearstead Advisors’s Curtiss-Wright CW Stock Holding History

Clearstead Advisors’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
Q2 		$574K Sell
758
-278
-27% -$204K 0.01% 711
2026
Q1 		$706K Hold
1,036
– – 0.01% 627
2025
Q4 		$571K Sell
1,036
-31
-3% -$17.3K 0.01% 618
2025
Q3 		$579K Buy
1,067
+17
+2% +$8.38K 0.01% 590
2025
Q2 		$513K Buy
1,050
+523
+99% +$206K 0.01% 607
2025
Q1 		$167K Buy
527
+32
+6% +$10.8K ﹤0.01% 872
2024
Q4 		$176K Buy
495
+23
+5% +$8.28K ﹤0.01% 892
2024
Q3 		$155K Buy
472
+9
+2% +$2.66K ﹤0.01% 924
2024
Q2 		$125K Buy
463
+163
+54% +$43.6K ﹤0.01% 949
2024
Q1 		$81.9K Hold
300
– – ﹤0.01% 644
2023
Q4 		$66.8K Hold
300
– – ﹤0.01% 677
2023
Q3 		$58.7K Hold
300
– – ﹤0.01% 665
2023
Q2 		$55.1K Hold
300
– – ﹤0.01% 715
2023
Q1 		$52.9K Hold
300
– – ﹤0.01% 654
2022
Q4 		$50.1K Buy
+300
New +$50K ﹤0.01% 621

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Clearstead Advisors's CW Position: Q2 2026 in Review

Clearstead Advisors reduced its Curtiss-Wright (CW) stake by 27% in Q2 2026, selling an estimated $204K and leaving 758 shares worth $574K. The position accounts for 0.01% of the portfolio, ranked #711.

Clearstead Advisors first reported a position in CW in Q4 2022 and has held it in 15 quarters since. The position peaked at $706K in Q1 2026. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Clearstead Advisors held 758 shares of Curtiss-Wright worth $574K as of Q2 2026.
  • Clearstead Advisors sold 278 Curtiss-Wright shares in Q2 2026, an estimated $204K.
  • Curtiss-Wright made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #711 holding.
  • Clearstead Advisors first reported a position in Curtiss-Wright in Q4 2022 and has held it in 15 quarters since.
  • Clearstead Advisors's Curtiss-Wright position peaked at $706K in Q1 2026.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.