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Gladstone Institutional Advisory’s Curtiss-Wright CW Stock Holding History

Gladstone Institutional Advisory’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 		– Sell
-1,198
Closed -$651K – 805
2025
Q3 		$651K Buy
1,198
+135
+13% +$66.5K 0.03% 453
2025
Q2 		$519K Buy
1,063
+38
+4% +$15K 0.02% 483
2025
Q1 		$325K Sell
1,025
-78
-7% -$26.3K 0.02% 566
2024
Q4 		$391K Buy
+1,103
New +$397K 0.02% 529

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Gladstone Institutional Advisory's CW Position: Q4 2025 in Review

Gladstone Institutional Advisory sold out of Curtiss-Wright (CW) in Q4 2025, closing a stake of 1,198 shares — an estimated $651K sold.

Gladstone Institutional Advisory first reported a position in CW in Q4 2024 and held it in 4 quarters. The position peaked at $651K in Q3 2025. 838 funds tracked by Wall St. Rank hold CW as of Q4 2025.

  • Gladstone Institutional Advisory reported no remaining Curtiss-Wright position as of Q4 2025 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 1,198 Curtiss-Wright shares in Q4 2025, an estimated $651K.
  • Gladstone Institutional Advisory first reported a position in Curtiss-Wright in Q4 2024 and held it in 4 quarters.
  • Gladstone Institutional Advisory's Curtiss-Wright position peaked at $651K in Q3 2025.
  • 838 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2025.

Based on Gladstone Institutional Advisory's 13F filing for Q4 2025, filed 17 Feb 2026.