CVA Family Office’s Curtiss-Wright CW Stock Holding History

CVA Family Office’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	$59.1K	Buy	78 +2	+3%	+$1.47K	0.01%	571
2026 Q1	$51.8K	Buy	76 +54	+245%	+$35.9K	0.01%	586
2025 Q4	$12.1K	Hold	22	–	–	﹤0.01%	766
2025 Q3	$11.9K	Hold	22	–	–	﹤0.01%	776
2025 Q2	$10.7K	Hold	22	–	–	﹤0.01%	785
2025 Q1	$6.98K	Hold	22	–	–	﹤0.01%	853
2024 Q4	$7.81K	Hold	22	–	–	﹤0.01%	827
2024 Q3	$7.23K	Hold	22	–	–	﹤0.01%	802
2024 Q2	$5.96K	Buy	22 +7	+47%	+$1.87K	﹤0.01%	809
2024 Q1	$3.84K	Hold	15	–	–	﹤0.01%	862
2023 Q4	$3.34K	Buy	+15	New	+$3.14K	﹤0.01%	854
2023 Q3	–	Sell	-15	Closed	-$2.75K	–	398
2023 Q2	$2.75K	Hold	15	–	–	﹤0.01%	862
2023 Q1	$2.64K	Hold	15	–	–	﹤0.01%	838
2022 Q4	$2.5K	Hold	15	–	–	﹤0.01%	807
2022 Q3	$2K	Hold	15	–	–	﹤0.01%	801
2022 Q2	$2K	Hold	15	–	–	﹤0.01%	823
2022 Q1	$2K	Hold	15	–	–	﹤0.01%	868
2021 Q4	$2K	Buy	+15	New	+$1.98K	﹤0.01%	830

Other funds holding CW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

CVA Family Office's CW Position: Q2 2026 in Review

CVA Family Office increased its Curtiss-Wright (CW) stake by 2.6% in Q2 2026, buying an estimated $1.47K and bringing the position to 78 shares worth $59.1K. The position accounts for 0.01% of the portfolio, ranked #571.

CVA Family Office first reported a position in CW in Q4 2021 and has held it in 18 quarters since. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

CVA Family Office held 78 shares of Curtiss-Wright worth $59.1K as of Q2 2026.
CVA Family Office bought 2 Curtiss-Wright shares in Q2 2026, an estimated $1.47K.
Curtiss-Wright made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #571 holding.
CVA Family Office first reported a position in Curtiss-Wright in Q4 2021 and has held it in 18 quarters since.
943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.