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David Wealth Management’s Curtiss-Wright CW Stock Holding History

David Wealth Management’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
2025
Q2 		$305K Buy
+624
New +$246K 0.23% 39
2025
Q1 		– Sell
-624
Closed -$221K – 50
2024
Q4 		$221K Buy
+624
New +$225K 0.18% 46

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

David Wealth Management's CW Position: Q2 2025 in Review

David Wealth Management opened a new position in Curtiss-Wright (CW) in Q2 2025: 624 shares worth $305K. The stake represents 0.23% of the portfolio and ranks #39 among its holdings. This is a return to the name: David Wealth Management previously reported a position in CW as recently as Q4 2024.

David Wealth Management first reported a position in CW in Q4 2024 and has held it in 2 quarters since. 741 funds tracked by Wall St. Rank hold CW as of Q2 2025.

  • David Wealth Management held 624 shares of Curtiss-Wright worth $305K as of Q2 2025.
  • Curtiss-Wright was a new David Wealth Management position in Q2 2025.
  • Curtiss-Wright made up 0.23% of David Wealth Management's portfolio in Q2 2025, its #39 holding.
  • David Wealth Management first reported a position in Curtiss-Wright in Q4 2024 and has held it in 2 quarters since.
  • 741 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.