Edge Financial Advisors’s Curtiss-Wright CW Stock Holding History

Edge Financial Advisors’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
2024 Q2	–	Sell	-993	Closed	-$254K	–	93
2024 Q1	$254K	Buy	+993	New	+$231K	0.22%	113

Other funds holding CW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Edge Financial Advisors's CW Position: Q2 2024 in Review

Edge Financial Advisors sold out of Curtiss-Wright (CW) in Q2 2024, closing a stake of 993 shares — an estimated $254K sold.

Edge Financial Advisors first reported a position in CW in Q1 2024 and held it in 1 quarter. The position peaked at $254K in Q1 2024. 538 funds tracked by Wall St. Rank hold CW as of Q2 2024.

Edge Financial Advisors reported no remaining Curtiss-Wright position as of Q2 2024 after selling out during the quarter.
Edge Financial Advisors sold 993 Curtiss-Wright shares in Q2 2024, an estimated $254K.
Edge Financial Advisors first reported a position in Curtiss-Wright in Q1 2024 and held it in 1 quarter.
Edge Financial Advisors's Curtiss-Wright position peaked at $254K in Q1 2024.
538 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2024.

Based on Edge Financial Advisors's 13F filing for Q2 2024, filed 5 Feb 2026.