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Concurrent Investment Advisors’s Curtiss-Wright CW Stock Holding History

Concurrent Investment 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 		$2.33M Buy
3,073
+2,113
+220% +$1.55M 0.02% 674
2026
Q1 		$654K Buy
+960
New +$639K 0.01% 1090

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

Concurrent Investment Advisors's CW Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Curtiss-Wright (CW) stake by 220% in Q2 2026, buying an estimated $1.55M and bringing the position to 3,073 shares worth $2.33M. The position accounts for 0.02% of the portfolio, ranked #674.

Concurrent Investment Advisors first reported a position in CW in Q1 2026 and has held it in 2 quarters since. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Concurrent Investment Advisors held 3,073 shares of Curtiss-Wright worth $2.33M as of Q2 2026.
  • Concurrent Investment Advisors bought 2,113 Curtiss-Wright shares in Q2 2026, an estimated $1.55M.
  • Curtiss-Wright made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #674 holding.
  • Concurrent Investment Advisors first reported a position in Curtiss-Wright in Q1 2026 and has held it in 2 quarters since.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.