Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Curtiss-Wright CW Stock Holding History

Envestnet Portfolio Solutions’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 		$609K Buy
804
+6
+0.8% +$4.4K ﹤0.01% 905
2026
Q1 		$544K Sell
798
-94
-11% -$62.5K ﹤0.01% 862
2025
Q4 		$492K Buy
892
+139
+18% +$77.5K ﹤0.01% 1063
2025
Q3 		$409K Sell
753
-604
-45% -$298K ﹤0.01% 1104
2025
Q2 		$663K Sell
1,357
-673
-33% -$266K ﹤0.01% 969
2025
Q1 		$644K Sell
2,030
-1,289
-39% -$435K ﹤0.01% 950
2024
Q4 		$1.18M Buy
3,319
+29
+0.9% +$10.4K ﹤0.01% 853
2024
Q3 		$1.08M Buy
3,290
+1,380
+72% +$408K ﹤0.01% 866
2024
Q2 		$518K Sell
1,910
-266
-12% -$71.1K ﹤0.01% 1124
2024
Q1 		$557K Buy
2,176
+53
+2% +$12.3K ﹤0.01% 1076
2023
Q4 		$473K Buy
2,123
+78
+4% +$16.3K ﹤0.01% 1080
2023
Q3 		$400K Buy
+2,045
New +$405K ﹤0.01% 1082

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

Envestnet Portfolio Solutions's CW Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Curtiss-Wright (CW) stake by 0.75% in Q2 2026, buying an estimated $4.4K and bringing the position to 804 shares worth $609K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

Envestnet Portfolio Solutions first reported a position in CW in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.18M in Q4 2024. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Envestnet Portfolio Solutions held 804 shares of Curtiss-Wright worth $609K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 6 Curtiss-Wright shares in Q2 2026, an estimated $4.4K.
  • Curtiss-Wright made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #905 holding.
  • Envestnet Portfolio Solutions first reported a position in Curtiss-Wright in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Curtiss-Wright position peaked at $1.18M in Q4 2024.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.