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Diversify Advisory Services’s Curtiss-Wright CW Stock Holding History

Diversify Advisory Services’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 		– Sell
-2,185
Closed -$1.45M – 349
2025
Q4 		$1.45M Buy
2,185
+198
+10% +$110K 0.05% 285
2025
Q3 		$1.2M Buy
1,987
+197
+11% +$97K 0.04% 320
2025
Q2 		$898K Buy
1,790
+292
+19% +$115K 0.03% 356
2025
Q1 		$510K Buy
1,498
+297
+25% +$100K 0.03% 358
2024
Q4 		$421K Buy
1,201
+161
+15% +$58K 0.02% 399
2024
Q3 		$366K Buy
1,040
+94
+10% +$27.8K 0.02% 450
2024
Q2 		$259K Sell
946
-736
-44% -$197K 0.01% 545
2024
Q1 		$432K Buy
+1,682
New +$391K 0.03% 454

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Diversify Advisory Services's CW Position: Q1 2026 in Review

Diversify Advisory Services sold out of Curtiss-Wright (CW) in Q1 2026, closing a stake of 2,185 shares — an estimated $1.45M sold.

Diversify Advisory Services first reported a position in CW in Q1 2024 and held it in 8 quarters. The position peaked at $1.45M in Q4 2025. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Diversify Advisory Services reported no remaining Curtiss-Wright position as of Q1 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 2,185 Curtiss-Wright shares in Q1 2026, an estimated $1.45M.
  • Diversify Advisory Services first reported a position in Curtiss-Wright in Q1 2024 and held it in 8 quarters.
  • Diversify Advisory Services's Curtiss-Wright position peaked at $1.45M in Q4 2025.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.