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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Evoke Wealth's CW Position: Q1 2026 in Review

Evoke Wealth increased its Curtiss-Wright (CW) stake by 48% in Q1 2026, buying an estimated $132K and bringing the position to 615 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #452.

Evoke Wealth first reported a position in CW in Q3 2019 and has held it in 17 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

Evoke Wealth held 615 shares of Curtiss-Wright worth $419K as of Q1 2026.
Evoke Wealth bought 199 Curtiss-Wright shares in Q1 2026, an estimated $132K.
Curtiss-Wright made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #452 holding.
Evoke Wealth first reported a position in Curtiss-Wright in Q3 2019 and has held it in 17 quarters since.
901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.