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

Diversify 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
2026
Q2 		$5.32M Sell
7,158
-1,322
-16% -$969K 0.09% 213
2026
Q1 		$5.9M Buy
8,480
+3,106
+58% +$2.07M 0.11% 189
2025
Q4 		$3.42M Buy
5,374
+274
+5% +$153K 0.16% 164
2025
Q3 		$3.07M Buy
5,100
+142
+3% +$70K 0.18% 149
2025
Q2 		$2.49M Buy
4,958
+991
+25% +$391K 0.15% 159
2025
Q1 		$1.35M Buy
3,967
+1,073
+37% +$362K 0.1% 204
2024
Q4 		$1.01M Buy
2,894
+873
+43% +$314K 0.08% 219
2024
Q3 		$708K Buy
2,021
+261
+15% +$77.2K 0.07% 237
2024
Q2 		$467K Buy
+1,760
New +$470K 0.06% 295

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Diversify Wealth Management's CW Position: Q2 2026 in Review

Diversify Wealth Management reduced its Curtiss-Wright (CW) stake by 16% in Q2 2026, selling an estimated $969K and leaving 7,158 shares worth $5.32M. The position accounts for 0.09% of the portfolio, ranked #213.

Diversify Wealth Management first reported a position in CW in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.9M in Q1 2026. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Diversify Wealth Management held 7,158 shares of Curtiss-Wright worth $5.32M as of Q2 2026.
  • Diversify Wealth Management sold 1,322 Curtiss-Wright shares in Q2 2026, an estimated $969K.
  • Curtiss-Wright made up 0.09% of Diversify Wealth Management's portfolio in Q2 2026, its #213 holding.
  • Diversify Wealth Management first reported a position in Curtiss-Wright in Q2 2024 and has held it in 9 quarters since.
  • Diversify Wealth Management's Curtiss-Wright position peaked at $5.9M in Q1 2026.
  • 943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.