Lido Advisors
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Lido Advisors’s Curtiss-Wright CW Stock Holding History

Lido Advisors’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 		$1.54M Buy
2,033
+361
+22% +$265K ﹤0.01% 894
2026
Q1 		$1.14M Buy
1,672
+13
+0.8% +$8.65K ﹤0.01% 916
2025
Q4 		$903K Buy
1,659
+196
+13% +$109K ﹤0.01% 1051
2025
Q3 		$795K Buy
1,463
+113
+8% +$55.7K ﹤0.01% 1049
2025
Q2 		$660K Buy
1,350
+142
+12% +$56.1K ﹤0.01% 1004
2025
Q1 		$384K Sell
1,208
-65
-5% -$21.9K ﹤0.01% 1109
2024
Q4 		$452K Buy
1,273
+18
+1% +$6.48K ﹤0.01% 1040
2024
Q3 		$413K Buy
1,255
+73
+6% +$21.6K ﹤0.01% 1022
2024
Q2 		$321K Sell
1,182
-13
-1% -$3.48K ﹤0.01% 1089
2024
Q1 		$306K Sell
1,195
-84
-7% -$19.5K ﹤0.01% 1093
2023
Q4 		$285K Hold
1,279
– – ﹤0.01% 1055
2023
Q3 		$250K Sell
1,279
-144
-10% -$28.5K ﹤0.01% 996
2023
Q2 		$261K Sell
1,423
-28
-2% -$4.77K ﹤0.01% 1001
2023
Q1 		$256K Buy
+1,451
New +$246K ﹤0.01% 921

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

Lido Advisors's CW Position: Q2 2026 in Review

Lido Advisors increased its Curtiss-Wright (CW) stake by 22% in Q2 2026, buying an estimated $265K and bringing the position to 2,033 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Lido Advisors first reported a position in CW in Q1 2023 and has held it in 14 quarters since. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Lido Advisors held 2,033 shares of Curtiss-Wright worth $1.54M as of Q2 2026.
  • Lido Advisors bought 361 Curtiss-Wright shares in Q2 2026, an estimated $265K.
  • Curtiss-Wright made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #894 holding.
  • Lido Advisors first reported a position in Curtiss-Wright in Q1 2023 and has held it in 14 quarters since.
  • 946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.