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Jackson Creek Investment Advisors’s Curtiss-Wright CW Stock Holding History

Jackson Creek Investment 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
2026
Q2 		$333K Sell
460
-30
-6% -$22K 0.11% 296
2026
Q1 		$334K Sell
490
-1
-0.2% -$665 0.1% 273
2025
Q4 		$271K Sell
491
-181
-27% -$101K 0.08% 286
2025
Q3 		$365K Sell
672
-6
-0.9% -$2.96K 0.11% 247
2025
Q2 		$331K Sell
678
-150
-18% -$59.2K 0.09% 288
2025
Q1 		$263K Buy
+828
New +$279K 0.08% 275

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Jackson Creek Investment Advisors's CW Position: Q2 2026 in Review

Jackson Creek Investment Advisors reduced its Curtiss-Wright (CW) stake by 6.1% in Q2 2026, selling an estimated $22K and leaving 460 shares worth $333K. The position accounts for 0.11% of the portfolio, ranked #296.

Jackson Creek Investment Advisors first reported a position in CW in Q1 2025 and has held it in 6 quarters since. The position peaked at $365K in Q3 2025. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Jackson Creek Investment Advisors held 460 shares of Curtiss-Wright worth $333K as of Q2 2026.
  • Jackson Creek Investment Advisors sold 30 Curtiss-Wright shares in Q2 2026, an estimated $22K.
  • Curtiss-Wright made up 0.11% of Jackson Creek Investment Advisors's portfolio in Q2 2026, its #296 holding.
  • Jackson Creek Investment Advisors first reported a position in Curtiss-Wright in Q1 2025 and has held it in 6 quarters since.
  • Jackson Creek Investment Advisors's Curtiss-Wright position peaked at $365K in Q3 2025.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.