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Foundations Investment Advisors’s Curtiss-Wright CW Stock Holding History

Foundations Investment Advisors’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 		– Sell
-727
Closed -$401K – 1179
2025
Q4 		$401K Sell
727
-65
-8% -$36.3K 0.01% 790
2025
Q3 		$430K Buy
792
+44
+6% +$21.7K 0.01% 712
2025
Q2 		$365K Sell
748
-229
-23% -$90.4K 0.01% 682
2025
Q1 		$310K Hold
977
– – 0.01% 704
2024
Q4 		$347K Buy
977
+6
+0.6% +$2.16K 0.01% 624
2024
Q3 		$319K Hold
971
– – 0.01% 619
2024
Q2 		$263K Buy
+971
New +$260K 0.01% 637

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Foundations Investment Advisors's CW Position: Q1 2026 in Review

Foundations Investment Advisors sold out of Curtiss-Wright (CW) in Q1 2026, closing a stake of 727 shares — an estimated $401K sold.

Foundations Investment Advisors first reported a position in CW in Q2 2024 and held it in 7 quarters. The position peaked at $430K in Q3 2025. 906 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Foundations Investment Advisors reported no remaining Curtiss-Wright position as of Q1 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 727 Curtiss-Wright shares in Q1 2026, an estimated $401K.
  • Foundations Investment Advisors first reported a position in Curtiss-Wright in Q2 2024 and held it in 7 quarters.
  • Foundations Investment Advisors's Curtiss-Wright position peaked at $430K in Q3 2025.
  • 906 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.