IWC
CW icon

Integrated Wealth Concepts’s Curtiss-Wright CW Stock Holding History

Integrated Wealth Concepts’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 		$2.97M Buy
4,360
+2,963
+212% +$1.97M 0.02% 610
2025
Q4 		$770K Sell
1,397
-1,204
-46% -$672K 0.01% 895
2025
Q3 		$1.41M Sell
2,601
-106
-4% -$52.2K 0.01% 819
2025
Q2 		$1.32M Buy
2,707
+529
+24% +$209K 0.01% 785
2025
Q1 		$691K Buy
2,178
+386
+22% +$130K 0.01% 1001
2024
Q4 		$636K Buy
1,792
+17
+1% +$6.12K 0.01% 1019
2024
Q3 		$583K Sell
1,775
-12
-0.7% -$3.55K 0.01% 1018
2024
Q2 		$484K Buy
1,787
+94
+6% +$25.1K 0.01% 1064
2024
Q1 		$433K Buy
1,693
+2
+0.1% +$465 0.01% 1116
2023
Q4 		$377K Buy
1,691
+72
+4% +$15.1K 0.01% 1134
2023
Q3 		$317K Buy
+1,619
New +$321K 0.01% 1202
2022
Q1 		– Sell
-2,025
Closed -$281K – 957
2021
Q4 		$281K Buy
+2,025
New +$267K 0.01% 801

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Integrated Wealth Concepts's CW Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Curtiss-Wright (CW) stake by 212% in Q1 2026, buying an estimated $1.97M and bringing the position to 4,360 shares worth $2.97M. The position accounts for 0.02% of the portfolio, ranked #610.

Integrated Wealth Concepts first reported a position in CW in Q4 2021 and has held it in 12 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Integrated Wealth Concepts held 4,360 shares of Curtiss-Wright worth $2.97M as of Q1 2026.
  • Integrated Wealth Concepts bought 2,963 Curtiss-Wright shares in Q1 2026, an estimated $1.97M.
  • Curtiss-Wright made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #610 holding.
  • Integrated Wealth Concepts first reported a position in Curtiss-Wright in Q4 2021 and has held it in 12 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

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