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

IHT 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	$499K	Sell	659 -84	-11%	-$61.6K	0.01%	829
2026 Q1	$506K	Buy	743 +32	+5%	+$21.3K	0.01%	823
2025 Q4	$392K	Buy	711 +49	+7%	+$27.3K	0.01%	862
2025 Q3	$359K	Hold	662	–	–	0.01%	854
2025 Q2	$323K	Sell	662 -24	-3%	-$9.47K	0.01%	852
2025 Q1	$218K	Buy	686 +6	+0.9%	+$2.02K	0.01%	993
2024 Q4	$241K	Sell	680 -17	-2%	-$6.12K	0.01%	940
2024 Q3	$229K	Buy	+697	New	+$206K	0.01%	1032
2018 Q2	–	Sell	-189	Closed	-$25K	–	615
2018 Q1	$25K	Hold	189	–	–	0.01%	900
2017 Q4	$23K	Hold	189	–	–	0.01%	940
2017 Q3	$21K	Hold	189	–	–	0.01%	758
2017 Q2	$8K	Sell	189 -381	-67%	-$34.3K	﹤0.01%	1012
2017 Q1	$51K	Sell	570 -23	-4%	-$2.22K	0.03%	411
2016 Q4	$58K	Buy	+593	New	+$56.4K	0.04%	361

Other funds holding CW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

IHT Wealth Management reduced its Curtiss-Wright (CW) stake by 11% in Q2 2026, selling an estimated $61.6K and leaving 659 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #829.

IHT Wealth Management first reported a position in CW in Q4 2016 and has held it in 14 quarters since. The position peaked at $506K in Q1 2026. 950 funds tracked by Wall St. Rank hold CW as of Q2 2026.

IHT Wealth Management held 659 shares of Curtiss-Wright worth $499K as of Q2 2026.
IHT Wealth Management sold 84 Curtiss-Wright shares in Q2 2026, an estimated $61.6K.
Curtiss-Wright made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #829 holding.
IHT Wealth Management first reported a position in Curtiss-Wright in Q4 2016 and has held it in 14 quarters since.
IHT Wealth Management's Curtiss-Wright position peaked at $506K in Q1 2026.
950 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.