LIWM
CW icon

Long Island Wealth Management’s Curtiss-Wright CW Stock Holding History

Long Island Wealth 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 		$307K Hold
405
– – 0.13% 73
2026
Q1 		$276K Hold
405
– – 0.13% 76
2025
Q4 		$223K Hold
405
– – 0.11% 82
2025
Q3 		$220K Buy
+405
New +$200K 0.11% 81
2024
Q1 		– Sell
-405
Closed -$90K – 147
2023
Q4 		$90K Buy
+405
New +$84.7K 0.06% 100

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

Long Island Wealth Management's CW Position: Q2 2026 in Review

Long Island Wealth Management held its Curtiss-Wright (CW) position steady in Q2 2026 at 405 shares worth $307K. The position accounts for 0.13% of the portfolio, ranked #73.

Long Island Wealth Management first reported a position in CW in Q4 2023 and has held it in 5 quarters since. 949 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Long Island Wealth Management held 405 shares of Curtiss-Wright worth $307K as of Q2 2026.
  • Long Island Wealth Management left its Curtiss-Wright share count unchanged in Q2 2026.
  • Curtiss-Wright made up 0.13% of Long Island Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Long Island Wealth Management first reported a position in Curtiss-Wright in Q4 2023 and has held it in 5 quarters since.
  • 949 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.