FFA
CW icon

Farther Finance Advisors’s Curtiss-Wright CW Stock Holding History

Farther Finance 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
Q1 		$881K Buy
1,264
+148
+13% +$98.4K 0.01% 1050
2025
Q4 		$615K Buy
1,116
+205
+23% +$114K 0.01% 1173
2025
Q3 		$495K Sell
911
-904
-50% -$445K 0.01% 1075
2025
Q2 		$887K Sell
1,815
-17
-0.9% -$6.71K 0.02% 642
2025
Q1 		$591K Buy
1,832
+93
+5% +$31.4K 0.02% 714
2024
Q4 		$617K Buy
1,739
+982
+130% +$354K 0.02% 521
2024
Q3 		$249K Sell
757
-763
-50% -$226K 0.01% 909
2024
Q2 		$412K Buy
1,520
+1,440
+1,800% +$385K 0.02% 556
2024
Q1 		$20.6K Buy
80
+22
+38% +$5.12K ﹤0.01% 1483
2023
Q4 		$12.9K Buy
58
+46
+383% +$9.62K ﹤0.01% 1498
2023
Q3 		$2.35K Buy
12
+7
+140% +$1.39K ﹤0.01% 1793
2023
Q2 		$918 Buy
5
+1
+25% +$170 ﹤0.01% 2002
2023
Q1 		$705 Hold
4
– – ﹤0.01% 1917
2022
Q4 		$668 Buy
+4
New +$666 ﹤0.01% 1763

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