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Essential Partners’s Curtiss-Wright CW Stock Holding History

Essential Partners’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 		$418K Sell
552
-497
-47% -$364K 0.19% 102
2026
Q1 		$714K Hold
1,049
– – 0.24% 107
2025
Q4 		$578K Buy
1,049
+150
+17% +$83.7K 0.18% 160
2025
Q3 		$488K Buy
899
+116
+15% +$57.1K 0.16% 175
2025
Q2 		$383K Buy
+783
New +$309K 0.15% 194

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

Essential Partners's CW Position: Q2 2026 in Review

Essential Partners reduced its Curtiss-Wright (CW) stake by 47% in Q2 2026, selling an estimated $364K and leaving 552 shares worth $418K. The position accounts for 0.19% of the portfolio, ranked #102.

Essential Partners first reported a position in CW in Q2 2025 and has held it in 5 quarters since. The position peaked at $714K in Q1 2026. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Essential Partners held 552 shares of Curtiss-Wright worth $418K as of Q2 2026.
  • Essential Partners sold 497 Curtiss-Wright shares in Q2 2026, an estimated $364K.
  • Curtiss-Wright made up 0.19% of Essential Partners's portfolio in Q2 2026, its #102 holding.
  • Essential Partners first reported a position in Curtiss-Wright in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Curtiss-Wright position peaked at $714K in Q1 2026.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.