J.W. Cole Advisors’s Curtiss-Wright CW Stock Holding History

J.W. Cole Advisors’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
2025 Q4	–	Sell	-2,183	Closed	-$1.19M	–	1492
2025 Q3	$1.19M	Buy	+2,183	New	+$1.08M	0.02%	657

Other funds holding CW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

J.W. Cole Advisors's CW Position: Q4 2025 in Review

J.W. Cole Advisors sold out of Curtiss-Wright (CW) in Q4 2025, closing a stake of 2,183 shares — an estimated $1.19M sold.

J.W. Cole Advisors first reported a position in CW in Q3 2025 and held it in 1 quarter. The position peaked at $1.19M in Q3 2025. 838 funds tracked by Wall St. Rank hold CW as of Q4 2025.

J.W. Cole Advisors reported no remaining Curtiss-Wright position as of Q4 2025 after selling out during the quarter.
J.W. Cole Advisors sold 2,183 Curtiss-Wright shares in Q4 2025, an estimated $1.19M.
J.W. Cole Advisors first reported a position in Curtiss-Wright in Q3 2025 and held it in 1 quarter.
J.W. Cole Advisors's Curtiss-Wright position peaked at $1.19M in Q3 2025.
838 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2025.

Based on J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.