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Merit Financial Group’s Curtiss-Wright CW Stock Holding History

Merit Financial Group’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 		$2.06M Buy
2,724
+111
+4% +$81.4K 0.01% 740
2026
Q1 		$1.78M Buy
2,613
+487
+23% +$324K 0.01% 723
2025
Q4 		$1.17M Buy
2,126
+400
+23% +$223K 0.01% 871
2025
Q3 		$937K Buy
1,726
+235
+16% +$116K 0.01% 892
2025
Q2 		$728K Buy
1,491
+408
+38% +$161K 0.01% 930
2025
Q1 		$344K Buy
1,083
+492
+83% +$166K 0.01% 1077
2024
Q4 		$210K Buy
+591
New +$213K ﹤0.01% 1080

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

Merit Financial Group's CW Position: Q2 2026 in Review

Merit Financial Group increased its Curtiss-Wright (CW) stake by 4.2% in Q2 2026, buying an estimated $81.4K and bringing the position to 2,724 shares worth $2.06M. The position accounts for 0.01% of the portfolio, ranked #740.

Merit Financial Group first reported a position in CW in Q4 2024 and has held it in 7 quarters since. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Merit Financial Group held 2,724 shares of Curtiss-Wright worth $2.06M as of Q2 2026.
  • Merit Financial Group bought 111 Curtiss-Wright shares in Q2 2026, an estimated $81.4K.
  • Curtiss-Wright made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #740 holding.
  • Merit Financial Group first reported a position in Curtiss-Wright in Q4 2024 and has held it in 7 quarters since.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.