KWA
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Kingswood Wealth Advisors’s Curtiss-Wright CW Stock Holding History

Kingswood 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 		$211K Sell
279
-62
-18% -$45.4K 0.01% 925
2026
Q1 		$232K Buy
+341
New +$227K 0.01% 824

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

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

Kingswood Wealth Advisors reduced its Curtiss-Wright (CW) stake by 18% in Q2 2026, selling an estimated $45.4K and leaving 279 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #925.

Kingswood Wealth Advisors first reported a position in CW in Q1 2026 and has held it in 2 quarters since. The position peaked at $232K in Q1 2026. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Kingswood Wealth Advisors held 279 shares of Curtiss-Wright worth $211K as of Q2 2026.
  • Kingswood Wealth Advisors sold 62 Curtiss-Wright shares in Q2 2026, an estimated $45.4K.
  • Curtiss-Wright made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #925 holding.
  • Kingswood Wealth Advisors first reported a position in Curtiss-Wright in Q1 2026 and has held it in 2 quarters since.
  • Kingswood Wealth Advisors's Curtiss-Wright position peaked at $232K in Q1 2026.
  • 943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.