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Loring Wolcott & Coolidge Fiduciary Advisors’s Curtiss-Wright CW Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		– Sell
-157
Closed -$114K – 568
2026
Q1 		$114K Sell
157
-10
-6% -$6.65K ﹤0.01% 366
2025
Q4 		$110K Buy
+167
New +$93.2K ﹤0.01% 368

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
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CW Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Curtiss-Wright (CW) in Q2 2026, closing a stake of 157 shares — an estimated $114K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CW in Q4 2025 and held it in 2 quarters. The position peaked at $114K in Q1 2026. 701 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Curtiss-Wright position as of Q2 2026 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 157 Curtiss-Wright shares in Q2 2026, an estimated $114K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Curtiss-Wright in Q4 2025 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Curtiss-Wright position peaked at $114K in Q1 2026.
  • 701 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.