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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
Q2 		$1.79M Buy
2,365
+349
+17% +$256K 0.03% 360
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 $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

Evergreen Capital Management's CW Position: Q2 2026 in Review

Evergreen Capital Management increased its Curtiss-Wright (CW) stake by 17% in Q2 2026, buying an estimated $256K and bringing the position to 2,365 shares worth $1.79M. The position accounts for 0.03% of the portfolio, ranked #360.

Evergreen Capital Management first reported a position in CW in Q1 2025 and has held it in 6 quarters since. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Evergreen Capital Management held 2,365 shares of Curtiss-Wright worth $1.79M as of Q2 2026.
  • Evergreen Capital Management bought 349 Curtiss-Wright shares in Q2 2026, an estimated $256K.
  • Curtiss-Wright made up 0.03% of Evergreen Capital Management's portfolio in Q2 2026, its #360 holding.
  • Evergreen Capital Management first reported a position in Curtiss-Wright in Q1 2025 and has held it in 6 quarters since.
  • 946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.