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
Q1 		$18.4M Sell
27,059
-386,177
-93% -$257M 0.03% 416
2025
Q4 		$8.49M Buy
413,236
+406,752
+6,273% +$227M 0.01% 838
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 $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 Private Wealth's CW Position: Q1 2026 in Review

Corient Private Wealth reduced its Curtiss-Wright (CW) stake by 93% in Q1 2026, selling an estimated $257M and leaving 27,059 shares worth $18.4M. The position accounts for 0.03% of the portfolio, ranked #416.

Corient Private Wealth first reported a position in CW in Q4 2022 and has held it in 14 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Corient Private Wealth held 27,059 shares of Curtiss-Wright worth $18.4M as of Q1 2026.
  • Corient Private Wealth sold 386,177 Curtiss-Wright shares in Q1 2026, an estimated $257M.
  • Curtiss-Wright made up 0.03% of Corient Private Wealth's portfolio in Q1 2026, its #416 holding.
  • Corient Private Wealth first reported a position in Curtiss-Wright in Q4 2022 and has held it in 14 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.