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Larson Financial Group’s Curtiss-Wright CW Stock Holding History

Larson Financial Group’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 		$101K Buy
149
+39
+35% +$25.9K ﹤0.01% 991
2025
Q4 		$60.6K Buy
110
+50
+83% +$27.9K ﹤0.01% 1143
2025
Q3 		$32.6K Buy
60
+21
+54% +$10.3K ﹤0.01% 1373
2025
Q2 		$19.1K Buy
39
+17
+77% +$6.71K ﹤0.01% 1511
2025
Q1 		$6.98K Buy
22
+19
+633% +$6.41K ﹤0.01% 1771
2024
Q4 		$1.06K Buy
+3
New +$1.08K ﹤0.01% 2034
2023
Q4 		– Sell
-4
Closed -$783 – 1819
2023
Q3 		$783 Buy
+4
New +$793 ﹤0.01% 1530

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 $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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

Larson Financial Group's CW Position: Q1 2026 in Review

Larson Financial Group increased its Curtiss-Wright (CW) stake by 35% in Q1 2026, buying an estimated $25.9K and bringing the position to 149 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Larson Financial Group first reported a position in CW in Q3 2023 and has held it in 7 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Larson Financial Group held 149 shares of Curtiss-Wright worth $101K as of Q1 2026.
  • Larson Financial Group bought 39 Curtiss-Wright shares in Q1 2026, an estimated $25.9K.
  • Curtiss-Wright made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #991 holding.
  • Larson Financial Group first reported a position in Curtiss-Wright in Q3 2023 and has held it in 7 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.