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Lindbrook Capital’s Curtiss-Wright CW Stock Holding History

Lindbrook Capital’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
Q1 		$120K Buy
377
+302
+403% +$102K 0.01% 604
2024
Q4 		$26.6K Buy
75
+4
+6% +$1.44K ﹤0.01% 1120
2024
Q3 		$23.3K Buy
71
+12
+20% +$3.55K ﹤0.01% 1209
2024
Q2 		$16K Buy
59
+9
+18% +$2.41K ﹤0.01% 1376
2024
Q1 		$12.8K Hold
50
– – ﹤0.01% 1433
2023
Q4 		$11.1K Sell
50
-6
-11% -$1.25K ﹤0.01% 1492
2023
Q3 		$11K Buy
56
+15
+37% +$2.97K ﹤0.01% 1365
2023
Q2 		$7.53K Sell
41
-3
-7% -$511 ﹤0.01% 1621
2023
Q1 		$7.75K Sell
44
-3
-6% -$508 ﹤0.01% 1618
2022
Q4 		$7.85K Buy
47
+42
+840% +$7K ﹤0.01% 1556
2022
Q3 		$1K Sell
5
-4
-44% -$568 ﹤0.01% 2291
2022
Q2 		$1K Buy
+9
New +$1.28K ﹤0.01% 2196
2022
Q1 		– Sell
-12
Closed -$2K – 2493
2021
Q4 		$2K Hold
12
– – ﹤0.01% 1758
2021
Q3 		$2K Hold
12
– – ﹤0.01% 1519
2021
Q2 		$1K Hold
12
– – ﹤0.01% 1735
2021
Q1 		$1K Hold
12
– – ﹤0.01% 1695
2020
Q4 		$1K Hold
12
– – ﹤0.01% 1596
2020
Q3 		$1K Hold
12
– – ﹤0.01% 1532
2020
Q2 		$1K Sell
12
-2
-14% -$191 ﹤0.01% 1535
2020
Q1 		$1K Buy
+14
New +$1.79K ﹤0.01% 1426

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Lindbrook Capital's CW Position: Q1 2025 in Review

Lindbrook Capital increased its Curtiss-Wright (CW) stake by 403% in Q1 2025, buying an estimated $102K and bringing the position to 377 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #604.

Lindbrook Capital first reported a position in CW in Q1 2020 and has held it in 20 quarters since. 647 funds tracked by Wall St. Rank hold CW as of Q1 2025.

  • Lindbrook Capital held 377 shares of Curtiss-Wright worth $120K as of Q1 2025.
  • Lindbrook Capital bought 302 Curtiss-Wright shares in Q1 2025, an estimated $102K.
  • Curtiss-Wright made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #604 holding.
  • Lindbrook Capital first reported a position in Curtiss-Wright in Q1 2020 and has held it in 20 quarters since.
  • 647 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.