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 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	$8	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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

IHT Wealth Management's CW Position: Q1 2026 in Review

IHT Wealth Management increased its Curtiss-Wright (CW) stake by 4.5% in Q1 2026, buying an estimated $21.3K and bringing the position to 743 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #823.

IHT Wealth Management first reported a position in CW in Q4 2016 and has held it in 13 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

IHT Wealth Management held 743 shares of Curtiss-Wright worth $506K as of Q1 2026.
IHT Wealth Management bought 32 Curtiss-Wright shares in Q1 2026, an estimated $21.3K.
Curtiss-Wright made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #823 holding.
IHT Wealth Management first reported a position in Curtiss-Wright in Q4 2016 and has held it in 13 quarters since.
901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.