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HB Wealth Management’s Curtiss-Wright CW Stock Holding History

HB Wealth Management’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 		$925K Buy
1,221
+52
+4% +$38.1K 0.01% 780
2026
Q1 		$796K Buy
1,169
+373
+47% +$248K 0.01% 761
2025
Q4 		$439K Buy
796
+128
+19% +$71.4K ﹤0.01% 962
2025
Q3 		$363K Buy
+668
New +$329K ﹤0.01% 989
2025
Q2 		– Sell
-955
Closed -$303K – 1194
2025
Q1 		$303K Buy
+955
New +$322K ﹤0.01% 962

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

HB Wealth Management's CW Position: Q2 2026 in Review

HB Wealth Management increased its Curtiss-Wright (CW) stake by 4.4% in Q2 2026, buying an estimated $38.1K and bringing the position to 1,221 shares worth $925K. The position accounts for 0.01% of the portfolio, ranked #780.

HB Wealth Management first reported a position in CW in Q1 2025 and has held it in 5 quarters since. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • HB Wealth Management held 1,221 shares of Curtiss-Wright worth $925K as of Q2 2026.
  • HB Wealth Management bought 52 Curtiss-Wright shares in Q2 2026, an estimated $38.1K.
  • Curtiss-Wright made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #780 holding.
  • HB Wealth Management first reported a position in Curtiss-Wright in Q1 2025 and has held it in 5 quarters since.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.