Focus Partners Wealth
CW icon

Focus Partners Wealth’s Curtiss-Wright CW Stock Holding History

Focus Partners 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 		$8M Buy
10,557
+166
+2% +$122K 0.01% 787
2026
Q1 		$7.12M Buy
10,391
+1,322
+15% +$879K 0.01% 823
2025
Q4 		$5M Sell
9,069
-38,820
-81% -$21.7M 0.01% 940
2025
Q3 		$34.2M Buy
47,889
+45,779
+2,170% +$22.6M 0.06% 286
2025
Q2 		$1.03M Buy
2,110
+1,461
+225% +$577K ﹤0.01% 1128
2025
Q1 		$206K Sell
649
-31
-5% -$10.5K ﹤0.01% 1738
2024
Q4 		$241K Buy
+680
New +$245K ﹤0.01% 1651

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 Wealth's CW Position: Q2 2026 in Review

Focus Partners Wealth increased its Curtiss-Wright (CW) stake by 1.6% in Q2 2026, buying an estimated $122K and bringing the position to 10,557 shares worth $8M. The position accounts for 0.01% of the portfolio, ranked #787.

Focus Partners Wealth first reported a position in CW in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.2M in Q3 2025. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Focus Partners Wealth held 10,557 shares of Curtiss-Wright worth $8M as of Q2 2026.
  • Focus Partners Wealth bought 166 Curtiss-Wright shares in Q2 2026, an estimated $122K.
  • Curtiss-Wright made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #787 holding.
  • Focus Partners Wealth first reported a position in Curtiss-Wright in Q4 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's Curtiss-Wright position peaked at $34.2M in Q3 2025.
  • 946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.