Legacy Capital Group California’s Curtiss-Wright CW Stock Holding History

Legacy Capital Group California’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	$526K	Sell	772 -254	-25%	-$169K	0.2%	168
2025 Q4	$566K	Sell	1,026 -31	-3%	-$17.3K	0.14%	190
2025 Q3	$574K	Buy	1,057 +131	+14%	+$64.5K	0.15%	185
2025 Q2	$452K	Buy	926 +48	+5%	+$18.9K	0.13%	199
2025 Q1	$279K	Sell	878 -3,898	-82%	-$1.32M	0.1%	242
2024 Q4	$1.69M	Buy	4,776 +23	+0.5%	+$8.28K	0.52%	35
2024 Q3	$1.56M	Sell	4,753 -5	-0.1%	-$1.48K	0.52%	38
2024 Q2	$1.29M	Sell	4,758 -151	-3%	-$40.4K	0.46%	49
2024 Q1	$1.26M	Buy	4,909 +12	+0.2%	+$2.79K	0.46%	51
2023 Q4	$1.09M	Buy	+4,897	New	+$1.02M	0.42%	50

Other funds holding CW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Legacy Capital Group California's CW Position: Q1 2026 in Review

Legacy Capital Group California reduced its Curtiss-Wright (CW) stake by 25% in Q1 2026, selling an estimated $169K and leaving 772 shares worth $526K. The position accounts for 0.2% of the portfolio, ranked #168.

Legacy Capital Group California first reported a position in CW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.69M in Q4 2024. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

Legacy Capital Group California held 772 shares of Curtiss-Wright worth $526K as of Q1 2026.
Legacy Capital Group California sold 254 Curtiss-Wright shares in Q1 2026, an estimated $169K.
Curtiss-Wright made up 0.2% of Legacy Capital Group California's portfolio in Q1 2026, its #168 holding.
Legacy Capital Group California first reported a position in Curtiss-Wright in Q4 2023 and has held it in 10 quarters since.
Legacy Capital Group California's Curtiss-Wright position peaked at $1.69M in Q4 2024.
901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.