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Covestor’s Curtiss-Wright CW Stock Holding History

Covestor’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 		$13K Sell
16
-13
-45% -$9.53K 0.01% 1365
2026
Q1 		$20K Sell
29
-18
-38% -$12K 0.01% 1106
2025
Q4 		$26K Hold
47
– – 0.01% 1160
2025
Q3 		$25K Sell
47
-26
-36% -$12.8K 0.01% 1192
2025
Q2 		$36K Sell
73
-4
-5% -$1.58K 0.02% 1028
2025
Q1 		$24K Buy
77
+29
+60% +$9.79K 0.02% 1130
2024
Q4 		$17K Buy
48
+1
+2% +$360 0.01% 1270
2024
Q3 		$16K Hold
47
– – 0.01% 1296
2024
Q2 		$13K Sell
47
-48
-51% -$12.8K 0.01% 1362
2024
Q1 		$25K Hold
95
– – 0.02% 1138
2023
Q4 		$21K Buy
95
+29
+44% +$6.07K 0.01% 1175
2023
Q3 		$13K Hold
66
– – 0.01% 1289
2023
Q2 		$12K Hold
66
– – 0.01% 1351
2023
Q1 		$12K Hold
66
– – 0.01% 1216
2022
Q4 		$11K Hold
66
– – 0.01% 1268
2022
Q3 		$9K Sell
66
-77
-54% -$10.9K 0.01% 1297
2022
Q2 		$19K Sell
143
-207
-59% -$29.4K 0.02% 987
2022
Q1 		$53K Buy
350
+167
+91% +$23.8K 0.04% 786
2021
Q4 		$25K Buy
+183
New +$24.2K 0.04% 795

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
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Covestor's CW Position: Q2 2026 in Review

Covestor reduced its Curtiss-Wright (CW) stake by 45% in Q2 2026, selling an estimated $9.53K and leaving 16 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #1365.

Covestor first reported a position in CW in Q4 2021 and has held it in 19 quarters since. The position peaked at $53K in Q1 2022. 627 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Covestor held 16 shares of Curtiss-Wright worth $13K as of Q2 2026.
  • Covestor sold 13 Curtiss-Wright shares in Q2 2026, an estimated $9.53K.
  • Curtiss-Wright made up 0.01% of Covestor's portfolio in Q2 2026, its #1365 holding.
  • Covestor first reported a position in Curtiss-Wright in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Curtiss-Wright position peaked at $53K in Q1 2022.
  • 627 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.