CIA
CW icon

Compass Ion Advisors’s Curtiss-Wright CW Stock Holding History

Compass Ion 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
Q1 		$584K Buy
+858
New +$571K 0.06% 160

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

Compass Ion Advisors's CW Position: Q1 2026 in Review

Compass Ion Advisors opened a new position in Curtiss-Wright (CW) in Q1 2026: 858 shares worth $584K. The stake represents 0.06% of the portfolio and ranks #160 among its holdings.

901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Compass Ion Advisors held 858 shares of Curtiss-Wright worth $584K as of Q1 2026.
  • Curtiss-Wright was a new Compass Ion Advisors position in Q1 2026.
  • Curtiss-Wright made up 0.06% of Compass Ion Advisors's portfolio in Q1 2026, its #160 holding.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Compass Ion Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.