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Freestone Grove Partners’s Curtiss-Wright CW Stock Holding History

Freestone Grove Partners’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
-97,937
Closed -$54M – 1030
2025
Q4 		$54M Sell
97,937
-16,845
-15% -$9.4M 0.39% 67
2025
Q3 		$62.3M Buy
+114,782
New +$56.5M 0.47% 59
2025
Q1 		– Sell
-3,407
Closed -$1.21M – 632
2024
Q4 		$1.21M Buy
+3,407
New +$1.23M 0.01% 293

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

Freestone Grove Partners's CW Position: Q1 2026 in Review

Freestone Grove Partners sold out of Curtiss-Wright (CW) in Q1 2026, closing a stake of 97,937 shares — an estimated $54M sold.

Freestone Grove Partners first reported a position in CW in Q4 2024 and held it in 3 quarters. The position peaked at $62.3M in Q3 2025. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Freestone Grove Partners reported no remaining Curtiss-Wright position as of Q1 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 97,937 Curtiss-Wright shares in Q1 2026, an estimated $54M.
  • Freestone Grove Partners first reported a position in Curtiss-Wright in Q4 2024 and held it in 3 quarters.
  • Freestone Grove Partners's Curtiss-Wright position peaked at $62.3M in Q3 2025.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

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