EWM
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Elevatus Welath Management’s Curtiss-Wright CW Stock Holding History

Elevatus Welath 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 		$6.23M Hold
8,225
– – 1.52% 21
2026
Q1 		$5.6M Hold
8,225
– – 2.94% 7
2025
Q4 		$4.53M Hold
8,225
– – 1.24% 23
2025
Q3 		$4.47M Hold
8,225
– – 1.29% 23
2025
Q2 		$4.02M Hold
8,225
– – 1.34% 25
2025
Q1 		$2.61M Hold
8,225
– – 1.48% 18
2024
Q4 		$2.92M Sell
8,225
-131
-2% -$47.2K 1% 20
2024
Q3 		$2.75M Hold
8,356
– – 0.9% 27
2024
Q2 		$2.26M Buy
+8,356
New +$2.23M 0.85% 39

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Elevatus Welath Management's CW Position: Q2 2026 in Review

Elevatus Welath Management held its Curtiss-Wright (CW) position steady in Q2 2026 at 8,225 shares worth $6.23M. The position accounts for 1.52% of the portfolio, ranked #21.

Elevatus Welath Management first reported a position in CW in Q2 2024 and has held it in 9 quarters since. 950 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Elevatus Welath Management held 8,225 shares of Curtiss-Wright worth $6.23M as of Q2 2026.
  • Elevatus Welath Management left its Curtiss-Wright share count unchanged in Q2 2026.
  • Curtiss-Wright made up 1.52% of Elevatus Welath Management's portfolio in Q2 2026, its #21 holding.
  • Elevatus Welath Management first reported a position in Curtiss-Wright in Q2 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 Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.