Focus Partners Wealth
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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
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 $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

Focus Partners Wealth's CW Position: Q1 2026 in Review

Focus Partners Wealth increased its Curtiss-Wright (CW) stake by 15% in Q1 2026, buying an estimated $879K and bringing the position to 10,391 shares worth $7.12M. The position accounts for 0.01% of the portfolio, ranked #823.

Focus Partners Wealth first reported a position in CW in Q4 2024 and has held it in 6 quarters since. The position peaked at $34.2M in Q3 2025. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Focus Partners Wealth held 10,391 shares of Curtiss-Wright worth $7.12M as of Q1 2026.
  • Focus Partners Wealth bought 1,322 Curtiss-Wright shares in Q1 2026, an estimated $879K.
  • Curtiss-Wright made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #823 holding.
  • Focus Partners Wealth first reported a position in Curtiss-Wright in Q4 2024 and has held it in 6 quarters since.
  • Focus Partners Wealth's Curtiss-Wright position peaked at $34.2M in Q3 2025.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

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