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

Howard 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 		$242K Hold
320
– – 0.09% 138
2026
Q1 		$218K Buy
+320
New +$213K 0.09% 138
2025
Q3 		– Sell
-420
Closed -$205K – 132
2025
Q2 		$205K Buy
+420
New +$166K 0.1% 120
2020
Q1 		– Sell
-580
Closed -$81K – 190
2019
Q4 		$81K Buy
+580
New +$78.6K 0.07% 151

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

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

Howard Wealth Management held its Curtiss-Wright (CW) position steady in Q2 2026 at 320 shares worth $242K. The position accounts for 0.09% of the portfolio, ranked #138.

Howard Wealth Management first reported a position in CW in Q4 2019 and has held it in 4 quarters since. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Howard Wealth Management held 320 shares of Curtiss-Wright worth $242K as of Q2 2026.
  • Howard Wealth Management left its Curtiss-Wright share count unchanged in Q2 2026.
  • Curtiss-Wright made up 0.09% of Howard Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Howard Wealth Management first reported a position in Curtiss-Wright in Q4 2019 and has held it in 4 quarters since.
  • 943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.