MGWM
CW icon

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
Q2 		$7.03M Sell
9,281
-2,616
-22% -$1.92M 0.61% 31
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
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

Marks Group Wealth Management's CW Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Curtiss-Wright (CW) stake by 22% in Q2 2026, selling an estimated $1.92M and leaving 9,281 shares worth $7.03M. The position accounts for 0.61% of the portfolio, ranked #31.

Marks Group Wealth Management first reported a position in CW in Q4 2019 and has held it in 13 quarters since. The position peaked at $11.7M in Q3 2025. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Marks Group Wealth Management held 9,281 shares of Curtiss-Wright worth $7.03M as of Q2 2026.
  • Marks Group Wealth Management sold 2,616 Curtiss-Wright shares in Q2 2026, an estimated $1.92M.
  • Curtiss-Wright made up 0.61% of Marks Group Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Marks Group Wealth Management first reported a position in Curtiss-Wright in Q4 2019 and has held it in 13 quarters since.
  • Marks Group Wealth Management's Curtiss-Wright position peaked at $11.7M in Q3 2025.
  • 946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.