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Evergreen Capital Management’s Curtiss-Wright CW Stock Holding History

Evergreen Capital 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
Q1 		$1.37M Buy
2,016
+671
+50% +$446K 0.03% 400
2025
Q4 		$741K Sell
1,345
-17
-1% -$9.48K 0.02% 555
2025
Q3 		$740K Buy
1,362
+578
+74% +$285K 0.02% 486
2025
Q2 		$383K Sell
784
-63
-7% -$24.9K 0.01% 678
2025
Q1 		$269K Buy
+847
New +$286K 0.01% 816

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Evergreen Capital Management's CW Position: Q1 2026 in Review

Evergreen Capital Management increased its Curtiss-Wright (CW) stake by 50% in Q1 2026, buying an estimated $446K and bringing the position to 2,016 shares worth $1.37M. The position accounts for 0.03% of the portfolio, ranked #400.

Evergreen Capital Management first reported a position in CW in Q1 2025 and has held it in 5 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Evergreen Capital Management held 2,016 shares of Curtiss-Wright worth $1.37M as of Q1 2026.
  • Evergreen Capital Management bought 671 Curtiss-Wright shares in Q1 2026, an estimated $446K.
  • Curtiss-Wright made up 0.03% of Evergreen Capital Management's portfolio in Q1 2026, its #400 holding.
  • Evergreen Capital Management first reported a position in Curtiss-Wright in Q1 2025 and has held it in 5 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.