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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.32M Buy
+7,158
New +$5.25M 0.09% 213
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

Diversify Advisory Services's CW Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Curtiss-Wright (CW) in Q2 2026: 7,158 shares worth $5.32M. The stake represents 0.09% of the portfolio and ranks #213 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in CW as recently as Q4 2025.

Diversify Advisory Services first reported a position in CW in Q1 2024 and has held it in 9 quarters since. 950 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Diversify Advisory Services held 7,158 shares of Curtiss-Wright worth $5.32M as of Q2 2026.
  • Curtiss-Wright was a new Diversify Advisory Services position in Q2 2026.
  • Curtiss-Wright made up 0.09% of Diversify Advisory Services's portfolio in Q2 2026, its #213 holding.
  • Diversify Advisory Services first reported a position in Curtiss-Wright in Q1 2024 and has held it in 9 quarters since.
  • 950 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.