Creative Planning
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Creative Planning’s Curtiss-Wright CW Stock Holding History

Creative Planning’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 		$10.1M Buy
14,808
+3,538
+31% +$2.35M 0.01% 689
2025
Q4 		$6.21M Buy
11,270
+2,459
+28% +$1.37M ﹤0.01% 857
2025
Q3 		$4.78M Buy
8,811
+3,239
+58% +$1.6M ﹤0.01% 913
2025
Q2 		$2.72M Buy
5,572
+1,300
+30% +$513K ﹤0.01% 1101
2025
Q1 		$1.36M Buy
4,272
+328
+8% +$111K ﹤0.01% 1473
2024
Q4 		$1.4M Buy
3,944
+939
+31% +$338K ﹤0.01% 1386
2024
Q3 		$988K Buy
3,005
+227
+8% +$67.2K ﹤0.01% 1521
2024
Q2 		$753K Buy
2,778
+224
+9% +$59.9K ﹤0.01% 1624
2024
Q1 		$654K Buy
2,554
+53
+2% +$12.3K ﹤0.01% 1650
2023
Q4 		$557K Buy
2,501
+222
+10% +$46.4K ﹤0.01% 1647
2023
Q3 		$446K Buy
2,279
+135
+6% +$26.8K ﹤0.01% 1636
2023
Q2 		$394K Buy
2,144
+506
+31% +$86.3K ﹤0.01% 1712
2023
Q1 		$289K Buy
1,638
+112
+7% +$19K ﹤0.01% 1850
2022
Q4 		$255K Sell
1,526
-453
-23% -$75.5K ﹤0.01% 1836
2022
Q3 		$275K Buy
+1,979
New +$281K ﹤0.01% 1700
2018
Q4 		– Sell
-1,617
Closed -$222K – 1981
2018
Q3 		$222K Buy
+1,617
New +$212K ﹤0.01% 1605
2017
Q3 		– Sell
-1,336
Closed -$123K – 2282
2017
Q2 		$123K Hold
1,336
– – ﹤0.01% 1830
2017
Q1 		$122K Hold
1,336
– – ﹤0.01% 1828
2016
Q4 		$131K Buy
1,336
+1,304
+4,075% +$124K ﹤0.01% 1681
2016
Q3 		$3K Sell
32
-22,450
-100% -$1.98M ﹤0.01% 4079
2016
Q2 		$1.89M Hold
22,482
– – 0.01% 345
2016
Q1 		$1.7M Hold
22,482
– – 0.01% 351
2015
Q4 		$1.54M Sell
22,482
-25,653
-53% -$1.75M 0.01% 376
2015
Q3 		$3M Sell
48,135
-2
-0% -$135 0.03% 219
2015
Q2 		$3.49M Buy
+48,137
New +$3.55M 0.03% 195

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

Creative Planning's CW Position: Q1 2026 in Review

Creative Planning increased its Curtiss-Wright (CW) stake by 31% in Q1 2026, buying an estimated $2.35M and bringing the position to 14,808 shares worth $10.1M. The position accounts for 0.01% of the portfolio, ranked #689.

Creative Planning first reported a position in CW in Q2 2015 and has held it in 25 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Creative Planning held 14,808 shares of Curtiss-Wright worth $10.1M as of Q1 2026.
  • Creative Planning bought 3,538 Curtiss-Wright shares in Q1 2026, an estimated $2.35M.
  • Curtiss-Wright made up 0.01% of Creative Planning's portfolio in Q1 2026, its #689 holding.
  • Creative Planning first reported a position in Curtiss-Wright in Q2 2015 and has held it in 25 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.