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Continuum Advisory’s Curtiss-Wright CW Stock Holding History

Continuum Advisory’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
2025
Q2 		– Sell
-9
Closed -$2.85K – 657
2025
Q1 		$2.85K Hold
9
– – ﹤0.01% 1240
2024
Q4 		$3.19K Hold
9
– – ﹤0.01% 1264
2024
Q3 		$3.25K Buy
9
+5
+125% +$1.48K ﹤0.01% 1278
2024
Q2 		$1.08K Hold
4
– – ﹤0.01% 1454
2024
Q1 		$1.11K Buy
+4
New +$930 ﹤0.01% 1448

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Continuum Advisory's CW Position: Q2 2025 in Review

Continuum Advisory sold out of Curtiss-Wright (CW) in Q2 2025, closing a stake of 9 shares — an estimated $2.85K sold.

Continuum Advisory first reported a position in CW in Q1 2024 and held it in 5 quarters. The position peaked at $3.25K in Q3 2024. 740 funds tracked by Wall St. Rank hold CW as of Q2 2025.

  • Continuum Advisory reported no remaining Curtiss-Wright position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 9 Curtiss-Wright shares in Q2 2025, an estimated $2.85K.
  • Continuum Advisory first reported a position in Curtiss-Wright in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Curtiss-Wright position peaked at $3.25K in Q3 2024.
  • 740 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.