IEQ Capital
CW icon

IEQ Capital’s Curtiss-Wright CW Stock Holding History

IEQ Capital’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
Q3 		$6.74M Sell
12,390
-12,155
-50% -$8M 0.03% 436
2026
Q2 		$18.6M Sell
24,545
-1,586
-6% -$1.16M 0.09% 212
2026
Q1 		$17.8M Buy
26,131
+1,574
+6% +$1.05M 0.08% 233
2025
Q4 		$13.5M Buy
24,557
+6,593
+37% +$3.68M 0.04% 276
2025
Q3 		$9.8M Buy
17,964
+2,017
+13% +$994K 0.03% 334
2025
Q2 		$7.79M Buy
15,947
+11,973
+301% +$4.73M 0.05% 298
2025
Q1 		$1.26M Buy
3,974
+3,174
+397% +$1.07M 0.01% 697
2024
Q4 		$284K Buy
+800
New +$288K ﹤0.01% 1045

Other funds holding CW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

IEQ Capital's CW Position: Q3 2026 in Review

IEQ Capital reduced its Curtiss-Wright (CW) stake by 50% in Q3 2026, selling an estimated $8M and leaving 12,390 shares worth $6.74M. The position accounts for 0.03% of the portfolio, ranked #436.

IEQ Capital first reported a position in CW in Q4 2024 and has held it in 8 quarters since. The position peaked at $18.6M in Q2 2026. 706 funds tracked by Wall St. Rank hold CW as of Q3 2026.

  • IEQ Capital held 12,390 shares of Curtiss-Wright worth $6.74M as of Q3 2026.
  • IEQ Capital sold 12,155 Curtiss-Wright shares in Q3 2026, an estimated $8M.
  • Curtiss-Wright made up 0.03% of IEQ Capital's portfolio in Q3 2026, its #436 holding.
  • IEQ Capital first reported a position in Curtiss-Wright in Q4 2024 and has held it in 8 quarters since.
  • IEQ Capital's Curtiss-Wright position peaked at $18.6M in Q2 2026.
  • 706 funds tracked by Wall St. Rank held Curtiss-Wright as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.