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Legacy Investment Solutions’s Curtiss-Wright CW Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$2.93K Buy
+6
New +$2.37K ﹤0.01% 460
2024
Q4 		$2.13K Hold
6
– – ﹤0.01% 492
2024
Q3 		$2.31K Buy
+6
New +$1.78K ﹤0.01% 467

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Legacy Investment Solutions's CW Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Curtiss-Wright (CW) in Q2 2025: 6 shares worth $2.93K. The stake represents ﹤0.01% of the portfolio and ranks #460 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in CW as recently as Q4 2024.

Legacy Investment Solutions first reported a position in CW in Q3 2024 and has held it in 3 quarters since. 740 funds tracked by Wall St. Rank hold CW as of Q2 2025.

  • Legacy Investment Solutions held 6 shares of Curtiss-Wright worth $2.93K as of Q2 2025.
  • Curtiss-Wright was a new Legacy Investment Solutions position in Q2 2025.
  • Curtiss-Wright made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #460 holding.
  • Legacy Investment Solutions first reported a position in Curtiss-Wright in Q3 2024 and has held it in 3 quarters since.
  • 740 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.