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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Custom Index Systems's CW Position: Q1 2026 in Review

Custom Index Systems reduced its Curtiss-Wright (CW) stake by 9% in Q1 2026, selling an estimated $85.8K and leaving 1,300 shares worth $885K. The position accounts for 0.39% of the portfolio, ranked #70.

Custom Index Systems first reported a position in CW in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.85M in Q2 2025. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

Custom Index Systems held 1,300 shares of Curtiss-Wright worth $885K as of Q1 2026.
Custom Index Systems sold 129 Curtiss-Wright shares in Q1 2026, an estimated $85.8K.
Curtiss-Wright made up 0.39% of Custom Index Systems's portfolio in Q1 2026, its #70 holding.
Custom Index Systems first reported a position in Curtiss-Wright in Q1 2024 and has held it in 9 quarters since.
Custom Index Systems's Curtiss-Wright position peaked at $1.85M in Q2 2025.
901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.