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 Q2	$684K	Buy	902 +130	+17%	+$95.3K	0.21%	146
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Legacy Capital Group California's CW Position: Q2 2026 in Review

Legacy Capital Group California increased its Curtiss-Wright (CW) stake by 17% in Q2 2026, buying an estimated $95.3K and bringing the position to 902 shares worth $684K. The position accounts for 0.21% of the portfolio, ranked #146.

Legacy Capital Group California first reported a position in CW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.69M in Q4 2024. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

Legacy Capital Group California held 902 shares of Curtiss-Wright worth $684K as of Q2 2026.
Legacy Capital Group California bought 130 Curtiss-Wright shares in Q2 2026, an estimated $95.3K.
Curtiss-Wright made up 0.21% of Legacy Capital Group California's portfolio in Q2 2026, its #146 holding.
Legacy Capital Group California first reported a position in Curtiss-Wright in Q4 2023 and has held it in 11 quarters since.
Legacy Capital Group California's Curtiss-Wright position peaked at $1.69M in Q4 2024.
946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.