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Focus Partners Advisor Solutions’s Curtiss-Wright CW Stock Holding History

Focus Partners Advisor Solutions’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 		$1.33M Sell
1,749
-1,041
-37% -$763K 0.01% 478
2026
Q1 		$1.9M Buy
2,790
+412
+17% +$274K 0.02% 365
2025
Q4 		$1.31M Buy
2,378
+208
+10% +$116K 0.02% 420
2025
Q3 		$1.23M Buy
2,170
+869
+67% +$428K 0.01% 460
2025
Q2 		$635K Buy
1,301
+84
+7% +$33.2K 0.01% 592
2025
Q1 		$386K Buy
1,217
+647
+114% +$218K 0.01% 664
2024
Q4 		$202K Buy
+570
New +$205K ﹤0.01% 734

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

Focus Partners Advisor Solutions's CW Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Curtiss-Wright (CW) stake by 37% in Q2 2026, selling an estimated $763K and leaving 1,749 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #478.

Focus Partners Advisor Solutions first reported a position in CW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.9M in Q1 2026. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Focus Partners Advisor Solutions held 1,749 shares of Curtiss-Wright worth $1.33M as of Q2 2026.
  • Focus Partners Advisor Solutions sold 1,041 Curtiss-Wright shares in Q2 2026, an estimated $763K.
  • Curtiss-Wright made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #478 holding.
  • Focus Partners Advisor Solutions first reported a position in Curtiss-Wright in Q4 2024 and has held it in 7 quarters since.
  • Focus Partners Advisor Solutions's Curtiss-Wright position peaked at $1.9M in Q1 2026.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.