CI
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Corient IA’s Curtiss-Wright CW Stock Holding History

Corient IA’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 		$1.1M Sell
1,620
-380
-19% -$253K 1.04% 12
2025
Q4 		$1.1M Hold
2,000
– – 1.04% 16
2025
Q3 		$1.09M Hold
2,000
– – 0.81% 24
2025
Q2 		$977K Hold
2,000
– – 0.58% 34
2025
Q1 		$635K Buy
+2,000
New +$675K 0.45% 60

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

Corient IA's CW Position: Q1 2026 in Review

Corient IA reduced its Curtiss-Wright (CW) stake by 19% in Q1 2026, selling an estimated $253K and leaving 1,620 shares worth $1.1M. The position accounts for 1.04% of the portfolio, ranked #12.

Corient IA first reported a position in CW in Q1 2025 and has held it in 5 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Corient IA held 1,620 shares of Curtiss-Wright worth $1.1M as of Q1 2026.
  • Corient IA sold 380 Curtiss-Wright shares in Q1 2026, an estimated $253K.
  • Curtiss-Wright made up 1.04% of Corient IA's portfolio in Q1 2026, its #12 holding.
  • Corient IA first reported a position in Curtiss-Wright in Q1 2025 and has held it in 5 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.