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Harvest Investment Services’s Curtiss-Wright CW Stock Holding History

Harvest Investment Services’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 		$4.68M Sell
6,175
-1,084
-15% -$794K 0.72% 33
2026
Q1 		$4.94M Sell
7,259
-20
-0.3% -$13.3K 0.9% 24
2025
Q4 		$4.01M Sell
7,279
-62
-0.8% -$34.6K 0.76% 33
2025
Q3 		$3.99M Buy
7,341
+3,723
+103% +$1.83M 0.8% 33
2025
Q2 		$1.77M Buy
+3,618
New +$1.43M 0.4% 70

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Harvest Investment Services's CW Position: Q2 2026 in Review

Harvest Investment Services reduced its Curtiss-Wright (CW) stake by 15% in Q2 2026, selling an estimated $794K and leaving 6,175 shares worth $4.68M. The position accounts for 0.72% of the portfolio, ranked #33.

Harvest Investment Services first reported a position in CW in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.94M in Q1 2026. 950 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Harvest Investment Services held 6,175 shares of Curtiss-Wright worth $4.68M as of Q2 2026.
  • Harvest Investment Services sold 1,084 Curtiss-Wright shares in Q2 2026, an estimated $794K.
  • Curtiss-Wright made up 0.72% of Harvest Investment Services's portfolio in Q2 2026, its #33 holding.
  • Harvest Investment Services first reported a position in Curtiss-Wright in Q2 2025 and has held it in 5 quarters since.
  • Harvest Investment Services's Curtiss-Wright position peaked at $4.94M in Q1 2026.
  • 950 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.