EWA
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EverSource Wealth Advisors’s Curtiss-Wright CW Stock Holding History

EverSource Wealth Advisors’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 		$559K Sell
738
-94
-11% -$68.9K 0.02% 528
2026
Q1 		$567K Buy
832
+151
+22% +$100K 0.02% 555
2025
Q4 		$375K Buy
681
+84
+14% +$46.9K 0.01% 648
2025
Q3 		$324K Buy
597
+137
+30% +$67.5K 0.01% 691
2025
Q2 		$225K Buy
460
+411
+839% +$162K 0.01% 810
2025
Q1 		$15.5K Sell
49
-209
-81% -$70.5K ﹤0.01% 1836
2024
Q4 		$91.6K Buy
258
+28
+12% +$10.1K 0.01% 936
2024
Q3 		$75.6K Sell
230
-11
-5% -$3.25K ﹤0.01% 894
2024
Q2 		$71K Buy
241
+119
+98% +$31.8K ﹤0.01% 934
2024
Q1 		$30.9K Buy
122
+116
+1,933% +$27K ﹤0.01% 1177
2023
Q4 		$1.34K Buy
+6
New +$1.25K ﹤0.01% 2303

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

EverSource Wealth Advisors's CW Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Curtiss-Wright (CW) stake by 11% in Q2 2026, selling an estimated $68.9K and leaving 738 shares worth $559K. The position accounts for 0.02% of the portfolio, ranked #528.

EverSource Wealth Advisors first reported a position in CW in Q4 2023 and has held it in 11 quarters since. The position peaked at $567K in Q1 2026. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • EverSource Wealth Advisors held 738 shares of Curtiss-Wright worth $559K as of Q2 2026.
  • EverSource Wealth Advisors sold 94 Curtiss-Wright shares in Q2 2026, an estimated $68.9K.
  • Curtiss-Wright made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #528 holding.
  • EverSource Wealth Advisors first reported a position in Curtiss-Wright in Q4 2023 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's Curtiss-Wright position peaked at $567K in Q1 2026.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.