HWA
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Heartwood Wealth Advisors’s Curtiss-Wright CW Stock Holding History

Heartwood Wealth Advisors’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 		$644K Hold
850
– – 0.05% 127
2026
Q1 		$579K Sell
850
-150
-15% -$99.8K 0.05% 125
2025
Q4 		$551K Buy
1,000
+50
+5% +$27.9K 0.05% 114
2025
Q3 		$516K Hold
950
– – 0.05% 116
2025
Q2 		$464K Hold
950
– – 0.05% 113
2025
Q1 		$301K Sell
950
-50
-5% -$16.9K 0.03% 138
2024
Q4 		$355K Hold
1,000
– – 0.04% 117
2024
Q3 		$329K Hold
1,000
– – 0.04% 129
2024
Q2 		$271K Hold
1,000
– – 0.03% 141
2024
Q1 		$256K Hold
1,000
– – 0.03% 129
2023
Q4 		$223K Buy
+1,000
New +$209K 0.03% 131

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

Heartwood Wealth Advisors's CW Position: Q2 2026 in Review

Heartwood Wealth Advisors held its Curtiss-Wright (CW) position steady in Q2 2026 at 850 shares worth $644K. The position accounts for 0.05% of the portfolio, ranked #127.

Heartwood Wealth Advisors first reported a position in CW in Q4 2023 and has held it in 11 quarters since. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Heartwood Wealth Advisors held 850 shares of Curtiss-Wright worth $644K as of Q2 2026.
  • Heartwood Wealth Advisors left its Curtiss-Wright share count unchanged in Q2 2026.
  • Curtiss-Wright made up 0.05% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #127 holding.
  • Heartwood Wealth Advisors first reported a position in Curtiss-Wright in Q4 2023 and has held it in 11 quarters since.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.