Marks Group Wealth Management’s Curtiss-Wright CW Stock Holding History

Marks Group 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 Q1	$8.1M	Sell	11,897 -6,752	-36%	-$4.49M	0.78%	28
2025 Q4	$10.3M	Sell	18,649 -2,930	-14%	-$1.63M	0.98%	17
2025 Q3	$11.7M	Sell	21,579 -1,333	-6%	-$657K	1.09%	15
2025 Q2	$11.2M	Sell	22,912 -4,912	-18%	-$1.94M	1.04%	14
2025 Q1	$8.83M	Buy	27,824 +870	+3%	+$294K	0.85%	38
2024 Q4	$9.57M	Sell	26,954 -1,385	-5%	-$499K	0.94%	22
2024 Q3	$9.31M	Buy	+28,339	New	+$8.39M	0.89%	33
2021 Q1	–	Sell	-44,689	Closed	-$5.2M	–	257
2020 Q4	$5.2M	Sell	44,689 -130	-0.3%	-$13.7K	0.81%	46
2020 Q3	$4.18M	Buy	44,819 +4,997	+13%	+$480K	0.76%	63
2020 Q2	$3.54M	Buy	39,822 +191	+0.5%	+$18.2K	0.72%	63
2020 Q1	$3.66M	Buy	39,631 +4,789	+14%	+$614K	0.94%	39
2019 Q4	$4.91M	Buy	+34,842	New	+$4.72M	0.97%	23

Other funds holding CW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Marks Group Wealth Management's CW Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Curtiss-Wright (CW) stake by 36% in Q1 2026, selling an estimated $4.49M and leaving 11,897 shares worth $8.1M. The position accounts for 0.78% of the portfolio, ranked #28.

Marks Group Wealth Management first reported a position in CW in Q4 2019 and has held it in 12 quarters since. The position peaked at $11.7M in Q3 2025. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

Marks Group Wealth Management held 11,897 shares of Curtiss-Wright worth $8.1M as of Q1 2026.
Marks Group Wealth Management sold 6,752 Curtiss-Wright shares in Q1 2026, an estimated $4.49M.
Curtiss-Wright made up 0.78% of Marks Group Wealth Management's portfolio in Q1 2026, its #28 holding.
Marks Group Wealth Management first reported a position in Curtiss-Wright in Q4 2019 and has held it in 12 quarters since.
Marks Group Wealth Management's Curtiss-Wright position peaked at $11.7M in Q3 2025.
901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.