Evoke Wealth’s Curtiss-Wright CW Stock Holding History

Evoke Wealth’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	–	Sell	-615	Closed	-$419K	–	138
2026 Q1	$419K	Buy	615 +199	+48%	+$132K	0.01%	452
2025 Q4	$229K	Sell	416 -19	-4%	-$10.6K	﹤0.01%	599
2025 Q3	$236K	Buy	435 +17	+4%	+$8.38K	﹤0.01%	563
2025 Q2	$204K	Buy	+418	New	+$165K	﹤0.01%	564
2022 Q4	–	Sell	-44	Closed	-$6K	–	544
2022 Q3	$6K	Hold	44	–	–	﹤0.01%	840
2022 Q2	$6K	Hold	44	–	–	﹤0.01%	845
2022 Q1	$7K	Hold	44	–	–	﹤0.01%	830
2021 Q4	$6K	Hold	44	–	–	﹤0.01%	865
2021 Q3	$5K	Hold	44	–	–	﹤0.01%	843
2021 Q2	$5K	Hold	44	–	–	﹤0.01%	866
2021 Q1	$5K	Hold	44	–	–	﹤0.01%	837
2020 Q4	$5K	Hold	44	–	–	﹤0.01%	707
2020 Q3	$4K	Hold	44	–	–	﹤0.01%	704
2020 Q2	$4K	Hold	44	–	–	﹤0.01%	710
2020 Q1	$4.07K	Hold	44	–	–	﹤0.01%	656
2019 Q4	$6.2K	Hold	44	–	–	﹤0.01%	863
2019 Q3	$5.69K	Buy	+44	New	+$5.54K	﹤0.01%	968

Other funds holding CW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Evoke Wealth's CW Position: Q2 2026 in Review

Evoke Wealth sold out of Curtiss-Wright (CW) in Q2 2026, closing a stake of 615 shares — an estimated $419K sold.

Evoke Wealth first reported a position in CW in Q3 2019 and held it in 17 quarters. The position peaked at $419K in Q1 2026. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

Evoke Wealth reported no remaining Curtiss-Wright position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 615 Curtiss-Wright shares in Q2 2026, an estimated $419K.
Evoke Wealth first reported a position in Curtiss-Wright in Q3 2019 and held it in 17 quarters.
Evoke Wealth's Curtiss-Wright position peaked at $419K in Q1 2026.
946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.