Corient Private Wealth
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Corient Private Wealth’s Curtiss-Wright CW Stock Holding History

Corient Private Wealth’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 		$19.5M Sell
25,738
-1,321
-5% -$968K 0.03% 423
2026
Q1 		$18.4M Buy
27,059
+20,354
+304% +$13.5M 0.03% 416
2025
Q4 		$3.7M Buy
6,705
+221
+3% +$123K 0.01% 875
2025
Q3 		$3.25M Buy
6,484
+3,372
+108% +$1.66M 0.01% 868
2025
Q2 		$1.52M Buy
3,112
+194
+7% +$76.6K ﹤0.01% 1165
2025
Q1 		$926K Sell
2,918
-6,847
-70% -$2.31M ﹤0.01% 1310
2024
Q4 		$3.47M Sell
9,765
-220
-2% -$79.2K 0.01% 811
2024
Q3 		$3.28M Buy
9,985
+26
+0.3% +$7.69K 0.01% 894
2024
Q2 		$2.7M Sell
9,959
-27
-0.3% -$7.22K ﹤0.01% 901
2024
Q1 		$2.56M Buy
9,986
+4,874
+95% +$1.13M ﹤0.01% 920
2023
Q4 		$1.14M Buy
5,112
+18
+0.4% +$3.77K ﹤0.01% 1234
2023
Q3 		$997K Buy
5,094
+447
+10% +$88.6K ﹤0.01% 1186
2023
Q2 		$853K Sell
4,647
-12
-0.3% -$2.04K ﹤0.01% 1213
2023
Q1 		$821K Buy
4,659
+1,566
+51% +$265K ﹤0.01% 1170
2022
Q4 		$517K Buy
+3,093
New +$515K ﹤0.01% 1133

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

Corient Private Wealth's CW Position: Q2 2026 in Review

Corient Private Wealth reduced its Curtiss-Wright (CW) stake by 4.9% in Q2 2026, selling an estimated $968K and leaving 25,738 shares worth $19.5M. The position accounts for 0.03% of the portfolio, ranked #423.

Corient Private Wealth first reported a position in CW in Q4 2022 and has held it in 15 quarters since. 948 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Corient Private Wealth held 25,738 shares of Curtiss-Wright worth $19.5M as of Q2 2026.
  • Corient Private Wealth sold 1,321 Curtiss-Wright shares in Q2 2026, an estimated $968K.
  • Curtiss-Wright made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #423 holding.
  • Corient Private Wealth first reported a position in Curtiss-Wright in Q4 2022 and has held it in 15 quarters since.
  • 948 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.