JFS Wealth Advisors’s Curtiss-Wright CW Stock Holding History

JFS Wealth 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	$44K	Hold	58	–	–	﹤0.01%	574
2026 Q1	$39.5K	Buy	58 +1	+2%	+$665	﹤0.01%	575
2025 Q4	$31.4K	Buy	57 +12	+27%	+$6.69K	﹤0.01%	630
2025 Q3	$24.4K	Hold	45	–	–	﹤0.01%	655
2025 Q2	$22K	Hold	45	–	–	﹤0.01%	639
2025 Q1	$14.3K	Hold	45	–	–	﹤0.01%	763
2024 Q4	$16K	Hold	45	–	–	﹤0.01%	703
2024 Q3	$14.8K	Buy	45 +1	+2%	+$296	﹤0.01%	722
2024 Q2	$11.9K	Hold	44	–	–	﹤0.01%	740
2024 Q1	$11.3K	Sell	44 -2	-4%	-$465	﹤0.01%	780
2023 Q4	$10.2K	Hold	46	–	–	﹤0.01%	764
2023 Q3	$9K	Hold	46	–	–	﹤0.01%	764
2023 Q2	$8.45K	Hold	46	–	–	﹤0.01%	783
2023 Q1	$8.11K	Sell	46 -2	-4%	-$339	﹤0.01%	791
2022 Q4	$8.02K	Hold	48	–	–	﹤0.01%	796
2022 Q3	$7K	Sell	48 -7	-13%	-$993	﹤0.01%	852
2022 Q2	$7K	Buy	55 +21	+62%	+$2.98K	﹤0.01%	865
2022 Q1	$5K	Buy	34 +20	+143%	+$2.85K	﹤0.01%	1027
2021 Q4	$2K	Buy	+14	New	+$1.85K	﹤0.01%	1055

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

JFS Wealth Advisors's CW Position: Q2 2026 in Review

JFS Wealth Advisors held its Curtiss-Wright (CW) position steady in Q2 2026 at 58 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

JFS Wealth Advisors first reported a position in CW in Q4 2021 and has held it in 19 quarters since. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

JFS Wealth Advisors held 58 shares of Curtiss-Wright worth $44K as of Q2 2026.
JFS Wealth Advisors left its Curtiss-Wright share count unchanged in Q2 2026.
Curtiss-Wright made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #574 holding.
JFS Wealth Advisors first reported a position in Curtiss-Wright in Q4 2021 and has held it in 19 quarters since.
944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.