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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
Q2 		$8.9M Buy
+11,749
New +$8.61M 0.06% 303
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Freestone Grove Partners's CW Position: Q2 2026 in Review

Freestone Grove Partners opened a new position in Curtiss-Wright (CW) in Q2 2026: 11,749 shares worth $8.9M. The stake represents 0.06% of the portfolio and ranks #303 among its holdings. This is a return to the name: Freestone Grove Partners previously reported a position in CW as recently as Q4 2025.

Freestone Grove Partners first reported a position in CW in Q4 2024 and has held it in 4 quarters since. The position peaked at $62.3M in Q3 2025. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Freestone Grove Partners held 11,749 shares of Curtiss-Wright worth $8.9M as of Q2 2026.
  • Curtiss-Wright was a new Freestone Grove Partners position in Q2 2026.
  • Curtiss-Wright made up 0.06% of Freestone Grove Partners's portfolio in Q2 2026, its #303 holding.
  • Freestone Grove Partners first reported a position in Curtiss-Wright in Q4 2024 and has held it in 4 quarters since.
  • Freestone Grove Partners's Curtiss-Wright position peaked at $62.3M in Q3 2025.
  • 946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.