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HighPoint Advisor Group’s Curtiss-Wright CW Stock Holding History

HighPoint Advisor Group’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
Q1 		– Sell
-449
Closed -$248K – 747
2025
Q4 		$248K Buy
449
+7
+2% +$3.9K 0.01% 941
2025
Q3 		$240K Sell
442
-59
-12% -$29.1K 0.01% 602
2025
Q2 		$245K Buy
+501
New +$198K 0.01% 588
2021
Q3 		– Sell
-6,320
Closed -$751K – 574
2021
Q2 		$751K Buy
+6,320
New +$790K 0.08% 223
2019
Q4 		– Sell
-1,000
Closed -$139K – 394
2019
Q3 		$139K Sell
1,000
-200
-17% -$25.2K 0.03% 390
2019
Q2 		$152K Buy
+1,200
New +$138K 0.04% 359

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

HighPoint Advisor Group's CW Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Curtiss-Wright (CW) in Q1 2026, closing a stake of 449 shares — an estimated $248K sold.

HighPoint Advisor Group first reported a position in CW in Q2 2019 and held it in 6 quarters. The position peaked at $751K in Q2 2021. 905 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Curtiss-Wright position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 449 Curtiss-Wright shares in Q1 2026, an estimated $248K.
  • HighPoint Advisor Group first reported a position in Curtiss-Wright in Q2 2019 and held it in 6 quarters.
  • HighPoint Advisor Group's Curtiss-Wright position peaked at $751K in Q2 2021.
  • 905 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.