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Custom Index Systems’s Curtiss-Wright CW Stock Holding History

Custom Index Systems’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 		$986K Buy
1,301
+1
+0.1% +$733 0.35% 74
2026
Q1 		$885K Sell
1,300
-129
-9% -$85.8K 0.39% 70
2025
Q4 		$788K Sell
1,429
-931
-39% -$519K 0.35% 83
2025
Q3 		$1.28M Sell
2,360
-1,418
-38% -$699K 0.38% 77
2025
Q2 		$1.85M Sell
3,778
-101
-3% -$39.9K 0.88% 22
2025
Q1 		$1.23M Sell
3,879
-156
-4% -$52.6K 0.62% 33
2024
Q4 		$1.43M Buy
4,035
+178
+5% +$64.1K 0.77% 28
2024
Q3 		$1.27M Buy
3,857
+1,675
+77% +$496K 0.69% 27
2024
Q2 		$591K Sell
2,182
-367
-14% -$98.1K 0.34% 66
2024
Q1 		$652K Buy
+2,549
New +$593K 0.37% 61

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

Custom Index Systems's CW Position: Q2 2026 in Review

Custom Index Systems increased its Curtiss-Wright (CW) stake by 0.08% in Q2 2026, buying an estimated $733 and bringing the position to 1,301 shares worth $986K. The position accounts for 0.35% of the portfolio, ranked #74.

Custom Index Systems first reported a position in CW in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.85M in Q2 2025. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Custom Index Systems held 1,301 shares of Curtiss-Wright worth $986K as of Q2 2026.
  • Custom Index Systems bought 1 Curtiss-Wright share in Q2 2026, an estimated $733.
  • Curtiss-Wright made up 0.35% of Custom Index Systems's portfolio in Q2 2026, its #74 holding.
  • Custom Index Systems first reported a position in Curtiss-Wright in Q1 2024 and has held it in 10 quarters since.
  • Custom Index Systems's Curtiss-Wright position peaked at $1.85M in Q2 2025.
  • 946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.