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Financial Counselors Inc’s Curtiss-Wright CW Stock Holding History

Financial Counselors Inc’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
2025
Q2 		– Sell
-48,824
Closed -$15.5M – 127
2025
Q1 		$15.5M Sell
48,824
-2,607
-5% -$880K 0.24% 104
2024
Q4 		$18.3M Sell
51,431
-4,982
-9% -$1.79M 0.27% 92
2024
Q3 		$18.5M Sell
56,413
-404
-0.7% -$120K 0.27% 95
2024
Q2 		$15.4M Sell
56,817
-5,532
-9% -$1.48M 0.25% 103
2024
Q1 		$16M Sell
62,349
-1,044
-2% -$243K 0.27% 93
2023
Q4 		$14.1M Sell
63,393
-1,134
-2% -$237K 0.25% 104
2023
Q3 		$12.6M Sell
64,527
-82
-0.1% -$16.3K 0.25% 102
2023
Q2 		$11.9M Sell
64,609
-13,466
-17% -$2.3M 0.24% 106
2023
Q1 		$13.8M Sell
78,075
-2,145
-3% -$363K 0.3% 94
2022
Q4 		$13.4M Sell
80,220
-1,349
-2% -$225K 0.3% 99
2022
Q3 		$11.4M Sell
81,569
-2,605
-3% -$370K 0.28% 102
2022
Q2 		$11.1M Buy
84,174
+5,577
+7% +$792K 0.26% 110
2022
Q1 		$11.8M Buy
78,597
+1,130
+1% +$161K 0.24% 112
2021
Q4 		$10.7M Buy
77,467
+5,972
+8% +$788K 0.22% 125
2021
Q3 		$9.02M Buy
71,495
+1,487
+2% +$178K 0.19% 135
2021
Q2 		$8.31M Buy
70,008
+1,513
+2% +$189K 0.18% 140
2021
Q1 		$8.12M Buy
68,495
+12,099
+21% +$1.4M 0.19% 140
2020
Q4 		$6.56M Buy
56,396
+21,738
+63% +$2.29M 0.16% 148
2020
Q3 		$3.23M Buy
34,658
+6,100
+21% +$585K 0.09% 189
2020
Q2 		$2.55M Buy
28,558
+768
+3% +$73.2K 0.08% 211
2020
Q1 		$2.57M Buy
+27,790
New +$3.56M 0.11% 174

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Financial Counselors Inc's CW Position: Q2 2025 in Review

Financial Counselors Inc sold out of Curtiss-Wright (CW) in Q2 2025, closing a stake of 48,824 shares — an estimated $15.5M sold.

Financial Counselors Inc first reported a position in CW in Q1 2020 and held it in 21 quarters. The position peaked at $18.5M in Q3 2024. 740 funds tracked by Wall St. Rank hold CW as of Q2 2025.

  • Financial Counselors Inc reported no remaining Curtiss-Wright position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 48,824 Curtiss-Wright shares in Q2 2025, an estimated $15.5M.
  • Financial Counselors Inc first reported a position in Curtiss-Wright in Q1 2020 and held it in 21 quarters.
  • Financial Counselors Inc's Curtiss-Wright position peaked at $18.5M in Q3 2024.
  • 740 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.