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Global Financial Private Client’s Curtiss-Wright CW Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-42
Closed -$13.3K – 544
2025
Q1 		$13.3K Buy
42
+40
+2,000% +$13.5K 0.01% 517
2024
Q4 		$710 Buy
+2
New +$720 ﹤0.01% 850

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Global Financial Private Client's CW Position: Q2 2025 in Review

Global Financial Private Client sold out of Curtiss-Wright (CW) in Q2 2025, closing a stake of 42 shares — an estimated $13.3K sold.

Global Financial Private Client first reported a position in CW in Q4 2024 and held it in 2 quarters. The position peaked at $13.3K in Q1 2025. 740 funds tracked by Wall St. Rank hold CW as of Q2 2025.

  • Global Financial Private Client reported no remaining Curtiss-Wright position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 42 Curtiss-Wright shares in Q2 2025, an estimated $13.3K.
  • Global Financial Private Client first reported a position in Curtiss-Wright in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Curtiss-Wright position peaked at $13.3K in Q1 2025.
  • 740 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.