Founders Financial Alliance’s Curtiss-Wright CW Stock Holding History

Founders Financial Alliance’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	$1.28M	Buy	1,686 +1	+0.1%	+$733	0.17%	122
2026 Q1	$1.15M	Hold	1,685	–	–	0.21%	110
2025 Q4	$929K	Buy	1,685 +1	+0.1%	+$558	0.18%	116
2025 Q3	$914K	Buy	1,684 +1	+0.1%	+$493	0.17%	117
2025 Q2	$822K	Buy	1,683 +1	+0.1%	+$395	0.19%	114
2025 Q1	$534K	Hold	1,682	–	–	0.13%	163
2024 Q4	$597K	Buy	1,682 +2	+0.1%	+$720	0.16%	123
2024 Q3	$552K	Hold	1,680	–	–	0.15%	134
2024 Q2	$455K	Hold	1,680	–	–	0.14%	151
2024 Q1	$430K	Hold	1,680	–	–	0.13%	162
2023 Q4	$374K	Hold	1,680	–	–	0.15%	149
2023 Q3	$329K	Hold	1,680	–	–	0.14%	154
2023 Q2	$309K	Buy	+1,680	New	+$286K	0.12%	183
2023 Q1	–	Sell	-1,680	Closed	-$281K	–	463
2022 Q4	$281K	Hold	1,680	–	–	0.13%	170
2022 Q3	$234K	Hold	1,680	–	–	0.12%	186
2022 Q2	$222K	Hold	1,680	–	–	0.11%	193
2022 Q1	$252K	Hold	1,680	–	–	0.11%	177
2021 Q4	$233K	Hold	1,680	–	–	0.09%	223
2021 Q3	$212K	Hold	1,680	–	–	0.1%	211
2021 Q2	$200K	Hold	1,680	–	–	0.09%	234
2021 Q1	$217K	Buy	+1,680	New	+$194K	0.11%	211
2020 Q4	–	Sell	-1,680	Closed	-$163K	–	609
2020 Q3	$163K	Buy	+1,680	New	+$161K	0.1%	183

Other funds holding CW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Founders Financial Alliance's CW Position: Q2 2026 in Review

Founders Financial Alliance increased its Curtiss-Wright (CW) stake by 0.06% in Q2 2026, buying an estimated $733 and bringing the position to 1,686 shares worth $1.28M. The position accounts for 0.17% of the portfolio, ranked #122.

Founders Financial Alliance first reported a position in CW in Q3 2020 and has held it in 22 quarters since. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

Founders Financial Alliance held 1,686 shares of Curtiss-Wright worth $1.28M as of Q2 2026.
Founders Financial Alliance bought 1 Curtiss-Wright share in Q2 2026, an estimated $733.
Curtiss-Wright made up 0.17% of Founders Financial Alliance's portfolio in Q2 2026, its #122 holding.
Founders Financial Alliance first reported a position in Curtiss-Wright in Q3 2020 and has held it in 22 quarters since.
944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.