D.A. Davidson & Co’s Curtiss-Wright CW Stock Holding History

D.A. Davidson & Co’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	$243K	Sell	357 -29	-8%	-$19.3K	﹤0.01%	1423
2025 Q4	$213K	Sell	386 -1	-0.3%	-$558	﹤0.01%	1442
2025 Q3	$210K	Buy	+387	New	+$191K	﹤0.01%	1437
2020 Q2	–	Sell	-3,700	Closed	-$342K	–	954
2020 Q1	$342K	Sell	3,700 -19	-0.5%	-$2.44K	0.01%	686
2019 Q4	$524K	Buy	3,719 +19	+0.5%	+$2.57K	0.01%	668
2019 Q3	$479K	Hold	3,700	–	–	0.01%	663
2019 Q2	$470K	Hold	3,700	–	–	0.01%	645
2019 Q1	$419K	Hold	3,700	–	–	0.01%	740
2018 Q4	$378K	Hold	3,700	–	–	0.01%	734
2018 Q3	$508K	Hold	3,700	–	–	0.01%	704
2018 Q2	$440K	Sell	3,700 -1,000	-21%	-$130K	0.01%	749
2018 Q1	$635K	Sell	4,700 -476	-9%	-$62.2K	0.01%	608
2017 Q4	$631K	Hold	5,176	–	–	0.01%	590
2017 Q3	$541K	Hold	5,176	–	–	0.01%	655
2017 Q2	$475K	Buy	5,176 +376	+8%	+$33.9K	0.01%	642
2017 Q1	$438K	Buy	+4,800	New	+$463K	0.01%	650
2016 Q3	–	Sell	-55	Closed	-$4K	–	2401
2016 Q2	$4K	Buy	+55	New	+$4.43K	﹤0.01%	2157

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

D.A. Davidson & Co's CW Position: Q1 2026 in Review

D.A. Davidson & Co reduced its Curtiss-Wright (CW) stake by 7.5% in Q1 2026, selling an estimated $19.3K and leaving 357 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

D.A. Davidson & Co first reported a position in CW in Q2 2016 and has held it in 17 quarters since. The position peaked at $635K in Q1 2018. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

D.A. Davidson & Co held 357 shares of Curtiss-Wright worth $243K as of Q1 2026.
D.A. Davidson & Co sold 29 Curtiss-Wright shares in Q1 2026, an estimated $19.3K.
Curtiss-Wright made up ﹤0.01% of D.A. Davidson & Co's portfolio in Q1 2026, its #1423 holding.
D.A. Davidson & Co first reported a position in Curtiss-Wright in Q2 2016 and has held it in 17 quarters since.
D.A. Davidson & Co's Curtiss-Wright position peaked at $635K in Q1 2018.
901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.