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Keating Financial Advisory Services’s Curtiss-Wright CW Stock Holding History

Keating Financial Advisory Services’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 		$225K Sell
297
-165
-36% -$121K 0.03% 343
2026
Q1 		$315K Sell
462
-1,025
-69% -$682K 0.05% 252
2025
Q4 		$820K Buy
+1,487
New +$829K 0.11% 148

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

Keating Financial Advisory Services's CW Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Curtiss-Wright (CW) stake by 36% in Q2 2026, selling an estimated $121K and leaving 297 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #343.

Keating Financial Advisory Services first reported a position in CW in Q4 2025 and has held it in 3 quarters since. The position peaked at $820K in Q4 2025. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Keating Financial Advisory Services held 297 shares of Curtiss-Wright worth $225K as of Q2 2026.
  • Keating Financial Advisory Services sold 165 Curtiss-Wright shares in Q2 2026, an estimated $121K.
  • Curtiss-Wright made up 0.03% of Keating Financial Advisory Services's portfolio in Q2 2026, its #343 holding.
  • Keating Financial Advisory Services first reported a position in Curtiss-Wright in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's Curtiss-Wright position peaked at $820K in Q4 2025.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.