JSW
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Journey Strategic Wealth’s Curtiss-Wright CW Stock Holding History

Journey Strategic Wealth’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 		$378K Buy
555
+98
+21% +$65.2K 0.01% 437
2025
Q4 		$252K Buy
457
+13
+3% +$7.25K 0.01% 588
2025
Q3 		$241K Buy
444
+29
+7% +$14.3K 0.01% 572
2025
Q2 		$203K Buy
+415
New +$164K 0.01% 617

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 $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Journey Strategic Wealth's CW Position: Q1 2026 in Review

Journey Strategic Wealth increased its Curtiss-Wright (CW) stake by 21% in Q1 2026, buying an estimated $65.2K and bringing the position to 555 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #437.

Journey Strategic Wealth first reported a position in CW in Q2 2025 and has held it in 4 quarters since. 902 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Journey Strategic Wealth held 555 shares of Curtiss-Wright worth $378K as of Q1 2026.
  • Journey Strategic Wealth bought 98 Curtiss-Wright shares in Q1 2026, an estimated $65.2K.
  • Curtiss-Wright made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #437 holding.
  • Journey Strategic Wealth first reported a position in Curtiss-Wright in Q2 2025 and has held it in 4 quarters since.
  • 902 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.