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Forefront Wealth Management’s Curtiss-Wright CW Stock Holding History

Forefront Wealth Management’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
Q4 		$256K Sell
464
-10
-2% -$5.58K 0.18% 54
2025
Q3 		$257K Buy
474
+3
+0.6% +$1.48K 0.19% 54
2025
Q2 		$230K Buy
+471
New +$186K 0.18% 54

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Forefront Wealth Management's CW Position: Q4 2025 in Review

Forefront Wealth Management reduced its Curtiss-Wright (CW) stake by 2.1% in Q4 2025, selling an estimated $5.58K and leaving 464 shares worth $256K. The position accounts for 0.18% of the portfolio, ranked #54.

Forefront Wealth Management first reported a position in CW in Q2 2025 and has held it in 3 quarters since. The position peaked at $257K in Q3 2025. 837 funds tracked by Wall St. Rank hold CW as of Q4 2025.

  • Forefront Wealth Management held 464 shares of Curtiss-Wright worth $256K as of Q4 2025.
  • Forefront Wealth Management sold 10 Curtiss-Wright shares in Q4 2025, an estimated $5.58K.
  • Curtiss-Wright made up 0.18% of Forefront Wealth Management's portfolio in Q4 2025, its #54 holding.
  • Forefront Wealth Management first reported a position in Curtiss-Wright in Q2 2025 and has held it in 3 quarters since.
  • Forefront Wealth Management's Curtiss-Wright position peaked at $257K in Q3 2025.
  • 837 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2025.

Based on Forefront Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.