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Legacy Wealth Management (Idaho)’s Curtiss-Wright CW Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-6
Closed -$4.09K – 364
2026
Q1 		$4.09K Hold
6
– – ﹤0.01% 660
2025
Q4 		$3.31K Hold
6
– – ﹤0.01% 597
2025
Q3 		$3.26K Hold
6
– – ﹤0.01% 481
2025
Q2 		$2.93K Hold
6
– – ﹤0.01% 460
2025
Q1 		$1.9K Hold
6
– – ﹤0.01% 549
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 $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 Management (Idaho)'s CW Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Curtiss-Wright (CW) in Q2 2026, closing a stake of 6 shares — an estimated $4.09K sold.

Legacy Wealth Management (Idaho) first reported a position in CW in Q3 2024 and held it in 7 quarters. The position peaked at $4.09K in Q1 2026. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Curtiss-Wright position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 6 Curtiss-Wright shares in Q2 2026, an estimated $4.09K.
  • Legacy Wealth Management (Idaho) first reported a position in Curtiss-Wright in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Curtiss-Wright position peaked at $4.09K in Q1 2026.
  • 943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.