IFP Advisors’s Curtiss-Wright CW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $411K | Sell |
543
-227
| -29% | -$166K | 0.01% | 1132 |
|
|
2026
Q1 | $524K | Buy |
770
+72
| +10% | +$47.9K | 0.01% | 940 |
|
|
2025
Q4 | $385K | Buy |
698
+16
| +2% | +$8.93K | 0.01% | 1047 |
|
|
2025
Q3 | $370K | Buy |
682
+22
| +3% | +$10.8K | 0.01% | 981 |
|
|
2025
Q2 | $335K | Sell |
660
-219
| -25% | -$86.4K | 0.01% | 1013 |
|
|
2025
Q1 | $279K | Buy |
879
+130
| +17% | +$43.9K | 0.01% | 1017 |
|
|
2024
Q4 | $266K | Buy |
749
+61
| +9% | +$22K | 0.01% | 1001 |
|
|
2024
Q3 | $226K | Sell |
688
-34
| -5% | -$10.1K | 0.01% | 1032 |
|
|
2024
Q2 | $196K | Sell |
722
-2
| -0.3% | -$535 | 0.01% | 1050 |
|
|
2024
Q1 | $185K | Sell |
724
-2
| -0.3% | -$465 | 0.01% | 1035 |
|
|
2023
Q4 | $162K | Buy |
726
+108
| +17% | +$22.6K | 0.01% | 1048 |
|
|
2023
Q3 | $121K | Buy |
+618
| New | +$122K | 0.01% | 1173 |
|
|
2023
Q1 | – | Sell |
-9
| Closed | -$1K | – | 3590 |
|
|
2022
Q4 | $1K | Sell |
9
-1
| -10% | -$167 | ﹤0.01% | 4311 |
|
|
2022
Q3 | $2K | Buy |
10
+1
| +11% | +$142 | ﹤0.01% | 4335 |
|
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 4308 |
|
|
2022
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 4308 |
|
|
2021
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 2972 |
|
|
2021
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 3005 |
|
|
2021
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 2880 |
|
|
2021
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 2807 |
|
|
2020
Q4 | $1K | Sell |
9
-16
| -64% | -$1.69K | ﹤0.01% | 2740 |
|
|
2020
Q3 | $2K | Buy |
25
+20
| +400% | +$1.92K | ﹤0.01% | 2462 |
|
|
2020
Q2 | $0 | Sell |
5
-22
| -81% | -$2.1K | ﹤0.01% | 2767 |
|
|
2020
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 2234 |
|
|
2019
Q4 | $4K | Sell |
27
-2
| -7% | -$271 | ﹤0.01% | 2254 |
|
|
2019
Q3 | $4K | Buy |
+29
| New | +$3.65K | ﹤0.01% | 2412 |
|
|
2019
Q1 | – | Sell |
-57
| Closed | -$6K | – | 2569 |
|
|
2018
Q4 | $6K | Sell |
57
-451
| -89% | -$50.4K | ﹤0.01% | 2748 |
|
|
2018
Q3 | $70K | Hold |
508
| – | – | ﹤0.01% | 1692 |
|
|
2018
Q2 | $60K | Hold |
508
| – | – | ﹤0.01% | 1802 |
|
|
2018
Q1 | $62K | Hold |
508
| – | – | ﹤0.01% | 1683 |
|
|
2017
Q4 | $62K | Sell |
508
-82
| -14% | -$9.67K | ﹤0.01% | 1700 |
|
|
2017
Q3 | $62K | Hold |
590
| – | – | ﹤0.01% | 1857 |
|
|
2017
Q2 | $54K | Hold |
590
| – | – | ﹤0.01% | 1910 |
|
|
2017
Q1 | $54K | Sell |
590
-50
| -8% | -$4.83K | ﹤0.01% | 1877 |
|
|
2016
Q4 | $63K | Sell |
640
-6
| -0.9% | -$570 | ﹤0.01% | 1743 |
|
|
2016
Q3 | $59K | Buy |
646
+44
| +7% | +$3.87K | ﹤0.01% | 1703 |
|
|
2016
Q2 | $51K | Buy |
+602
| New | +$48.5K | ﹤0.01% | 1749 |
|
|
2016
Q1 | – | Sell |
-438
| Closed | -$30K | – | 2573 |
|
|
2015
Q4 | $30K | Buy |
+438
| New | +$29.8K | ﹤0.01% | 1912 |
|
Other funds holding CW
IFP Advisors's CW Position: Q2 2026 in Review
IFP Advisors reduced its Curtiss-Wright (CW) stake by 29% in Q2 2026, selling an estimated $166K and leaving 543 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #1132.
IFP Advisors first reported a position in CW in Q4 2015 and has held it in 38 quarters since. The position peaked at $524K in Q1 2026. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.
- IFP Advisors held 543 shares of Curtiss-Wright worth $411K as of Q2 2026.
- IFP Advisors sold 227 Curtiss-Wright shares in Q2 2026, an estimated $166K.
- Curtiss-Wright made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1132 holding.
- IFP Advisors first reported a position in Curtiss-Wright in Q4 2015 and has held it in 38 quarters since.
- IFP Advisors's Curtiss-Wright position peaked at $524K in Q1 2026.
- 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.