CWG
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Cornerstone Wealth Group’s Curtiss-Wright CW Stock Holding History

Cornerstone Wealth Group’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 		$283K Buy
394
+13
+3% +$8.65K 0.02% 338
2025
Q4 		$210K Buy
+381
New +$213K 0.01% 365

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

Cornerstone Wealth Group's CW Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Curtiss-Wright (CW) stake by 3.4% in Q1 2026, buying an estimated $8.65K and bringing the position to 394 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #338.

Cornerstone Wealth Group first reported a position in CW in Q4 2025 and has held it in 2 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Cornerstone Wealth Group held 394 shares of Curtiss-Wright worth $283K as of Q1 2026.
  • Cornerstone Wealth Group bought 13 Curtiss-Wright shares in Q1 2026, an estimated $8.65K.
  • Curtiss-Wright made up 0.02% of Cornerstone Wealth Group's portfolio in Q1 2026, its #338 holding.
  • Cornerstone Wealth Group first reported a position in Curtiss-Wright in Q4 2025 and has held it in 2 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.