CAG
CW icon

Crestwood Advisors Group’s Curtiss-Wright CW Stock Holding History

Crestwood Advisors 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
Q2 		$699K Buy
923
+180
+24% +$132K 0.01% 387
2026
Q1 		$506K Buy
743
+58
+8% +$38.6K 0.01% 418
2025
Q4 		$377K Buy
+685
New +$382K 0.01% 453

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

Crestwood Advisors Group's CW Position: Q2 2026 in Review

Crestwood Advisors Group increased its Curtiss-Wright (CW) stake by 24% in Q2 2026, buying an estimated $132K and bringing the position to 923 shares worth $699K. The position accounts for 0.01% of the portfolio, ranked #387.

Crestwood Advisors Group first reported a position in CW in Q4 2025 and has held it in 3 quarters since. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Crestwood Advisors Group held 923 shares of Curtiss-Wright worth $699K as of Q2 2026.
  • Crestwood Advisors Group bought 180 Curtiss-Wright shares in Q2 2026, an estimated $132K.
  • Curtiss-Wright made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #387 holding.
  • Crestwood Advisors Group first reported a position in Curtiss-Wright in Q4 2025 and has held it in 3 quarters since.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.