CFM
CW icon

Compass Financial Management’s Curtiss-Wright CW Stock Holding History

Compass Financial 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
Q2 		$1.36M Buy
+1,789
New +$1.31M 0.16% 148

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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Compass Financial Management's CW Position: Q2 2026 in Review

Compass Financial Management opened a new position in Curtiss-Wright (CW) in Q2 2026: 1,789 shares worth $1.36M. The stake represents 0.16% of the portfolio and ranks #148 among its holdings.

894 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Compass Financial Management held 1,789 shares of Curtiss-Wright worth $1.36M as of Q2 2026.
  • Curtiss-Wright was a new Compass Financial Management position in Q2 2026.
  • Curtiss-Wright made up 0.16% of Compass Financial Management's portfolio in Q2 2026, its #148 holding.
  • 894 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.