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KCM Investment Advisors’s Curtiss-Wright CW Stock Holding History

KCM 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 		$8.11M Buy
10,704
+259
+2% +$190K 0.24% 73
2026
Q1 		$7.11M Buy
10,445
+157
+2% +$104K 0.24% 76
2025
Q4 		$5.67M Sell
10,288
-146
-1% -$81.4K 0.18% 87
2025
Q3 		$5.67M Buy
10,434
+5,900
+130% +$2.91M 0.18% 88
2025
Q2 		$2.22M Buy
4,534
+16
+0.4% +$6.32K 0.07% 152
2025
Q1 		$1.43M Buy
+4,518
New +$1.52M 0.05% 174

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

KCM Investment Advisors's CW Position: Q2 2026 in Review

KCM Investment Advisors increased its Curtiss-Wright (CW) stake by 2.5% in Q2 2026, buying an estimated $190K and bringing the position to 10,704 shares worth $8.11M. The position accounts for 0.24% of the portfolio, ranked #73.

KCM Investment Advisors first reported a position in CW in Q1 2025 and has held it in 6 quarters since. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • KCM Investment Advisors held 10,704 shares of Curtiss-Wright worth $8.11M as of Q2 2026.
  • KCM Investment Advisors bought 259 Curtiss-Wright shares in Q2 2026, an estimated $190K.
  • Curtiss-Wright made up 0.24% of KCM Investment Advisors's portfolio in Q2 2026, its #73 holding.
  • KCM Investment Advisors first reported a position in Curtiss-Wright in Q1 2025 and has held it in 6 quarters since.
  • 946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.