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Mark Sheptoff Financial Planning’s Curtiss-Wright CW Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		$5.83K Hold
8
– – ﹤0.01% 418
2025
Q4 		$4.41K Hold
8
– – ﹤0.01% 443
2025
Q3 		$4.34K Hold
8
– – ﹤0.01% 424
2025
Q2 		$3.91K Buy
+8
New +$3.16K ﹤0.01% 421

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Mark Sheptoff Financial Planning's CW Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Curtiss-Wright (CW) position steady in Q1 2026 at 8 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

Mark Sheptoff Financial Planning first reported a position in CW in Q2 2025 and has held it in 4 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Mark Sheptoff Financial Planning held 8 shares of Curtiss-Wright worth $5.83K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Curtiss-Wright share count unchanged in Q1 2026.
  • Curtiss-Wright made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #418 holding.
  • Mark Sheptoff Financial Planning first reported a position in Curtiss-Wright in Q2 2025 and has held it in 4 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.