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Legacy Wealth Asset Management’s Curtiss-Wright CW Stock Holding History

Legacy Wealth Asset Management’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 		$2.5M Sell
3,300
-438
-12% -$321K 0.55% 37
2026
Q1 		$2.55M Buy
3,738
+19
+0.5% +$12.6K 0.62% 22
2025
Q4 		$2.05M Sell
3,719
-452
-11% -$252K 0.5% 39
2025
Q3 		$2.26M Sell
4,171
-294
-7% -$145K 0.55% 30
2025
Q2 		$2.18M Sell
4,465
-622
-12% -$246K 0.55% 39
2025
Q1 		$1.61M Sell
5,087
-423
-8% -$143K 0.45% 57
2024
Q4 		$1.96M Sell
5,510
-369
-6% -$133K 0.53% 40
2024
Q3 		$1.93M Buy
5,879
+1,013
+21% +$300K 0.52% 48
2024
Q2 		$1.32M Buy
4,866
+39
+0.8% +$10.4K 0.37% 72
2024
Q1 		$1.24M Buy
4,827
+282
+6% +$65.6K 0.34% 74
2023
Q4 		$1.01M Sell
4,545
-5
-0.1% -$1.05K 0.33% 87
2023
Q3 		$890K Buy
4,550
+527
+13% +$104K 0.33% 95
2023
Q2 		$739K Sell
4,023
-48
-1% -$8.18K 0.26% 110
2023
Q1 		$718K Sell
4,071
-118
-3% -$20K 0.26% 127
2022
Q4 		$700K Sell
4,189
-1,717
-29% -$286K 0.27% 134
2022
Q3 		$822K Buy
5,906
+325
+6% +$46.1K 0.36% 88
2022
Q2 		$737K Sell
5,581
-25
-0.4% -$3.55K 0.3% 132
2022
Q1 		$842K Buy
5,606
+822
+17% +$117K 0.3% 135
2021
Q4 		$663K Buy
4,784
+30
+0.6% +$3.96K 0.22% 163
2021
Q3 		$600K Buy
4,754
+5
+0.1% +$598 0.27% 144
2021
Q2 		$564K Sell
4,749
-82
-2% -$10.3K 0.25% 147
2021
Q1 		$573K Buy
4,831
+2,388
+98% +$276K 0.26% 151
2020
Q4 		$284K Buy
+2,443
New +$258K 0.14% 239

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

Legacy Wealth Asset Management's CW Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Curtiss-Wright (CW) stake by 12% in Q2 2026, selling an estimated $321K and leaving 3,300 shares worth $2.5M. The position accounts for 0.55% of the portfolio, ranked #37.

Legacy Wealth Asset Management first reported a position in CW in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.55M in Q1 2026. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Legacy Wealth Asset Management held 3,300 shares of Curtiss-Wright worth $2.5M as of Q2 2026.
  • Legacy Wealth Asset Management sold 438 Curtiss-Wright shares in Q2 2026, an estimated $321K.
  • Curtiss-Wright made up 0.55% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #37 holding.
  • Legacy Wealth Asset Management first reported a position in Curtiss-Wright in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Curtiss-Wright position peaked at $2.55M in Q1 2026.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.