IMA Advisory Services’s Curtiss-Wright CW Stock Holding History

IMA Advisory Services’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	$12.1K	Buy	+16	New	+$11.7K	﹤0.01%	708
2022 Q4	–	Sell	-1	Closed	–	–	369
2022 Q3	$0	Buy	+1	New	+$142	﹤0.01%	350
2020 Q2	–	Sell	-958	Closed	-$89K	–	245
2020 Q1	$89K	Sell	958 -130	-12%	-$16.7K	0.04%	128
2019 Q4	$153K	Hold	1,088	–	–	0.06%	113
2019 Q3	$141K	Hold	1,088	–	–	0.05%	119
2019 Q2	$138K	Sell	1,088 -17,863	-94%	-$2.06M	0.05%	120
2019 Q1	$2.15M	Buy	18,951 +3,142	+20%	+$358K	0.83%	53
2018 Q4	$1.61M	Buy	15,809 +4,826	+44%	+$539K	0.75%	50
2018 Q3	$1.51M	Buy	10,983 +4,244	+63%	+$557K	0.59%	66
2018 Q2	$802K	Sell	6,739 -11,332	-63%	-$1.48M	0.33%	78
2018 Q1	$2.44M	Sell	18,071 -8,724	-33%	-$1.14M	1.09%	32
2017 Q4	$3.27M	Sell	26,795 -2,208	-8%	-$260K	1.46%	17
2017 Q3	$3.03M	Buy	29,003 +109	+0.4%	+$10.6K	1.41%	18
2017 Q2	$2.65M	Sell	28,894 -1,097	-4%	-$98.9K	1.28%	20
2017 Q1	$2.74M	Sell	29,991 -2,781	-8%	-$268K	1.38%	18
2016 Q4	$3.22M	Sell	32,772 -2,232	-6%	-$212K	1.99%	11
2016 Q3	$3.19M	Buy	+35,004	New	+$3.08M	1.82%	16

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

IMA Advisory Services's CW Position: Q2 2026 in Review

IMA Advisory Services opened a new position in Curtiss-Wright (CW) in Q2 2026: 16 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #708 among its holdings. This is a return to the name: IMA Advisory Services previously reported a position in CW as recently as Q3 2022.

IMA Advisory Services first reported a position in CW in Q3 2016 and has held it in 17 quarters since. The position peaked at $3.27M in Q4 2017. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

IMA Advisory Services held 16 shares of Curtiss-Wright worth $12.1K as of Q2 2026.
Curtiss-Wright was a new IMA Advisory Services position in Q2 2026.
Curtiss-Wright made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #708 holding.
IMA Advisory Services first reported a position in Curtiss-Wright in Q3 2016 and has held it in 17 quarters since.
IMA Advisory Services's Curtiss-Wright position peaked at $3.27M in Q4 2017.
946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.