MWM
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Mission Wealth Management’s Curtiss-Wright CW Stock Holding History

Mission 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 		$1.06M Buy
1,396
+301
+27% +$221K 0.01% 457
2026
Q1 		$746K Buy
1,095
+115
+12% +$76.5K 0.02% 387
2025
Q4 		$541K Buy
980
+327
+50% +$182K 0.01% 475
2025
Q3 		$355K Sell
653
-198
-23% -$97.5K 0.01% 565
2025
Q2 		$416K Buy
851
+201
+31% +$79.3K 0.01% 515
2025
Q1 		$206K Buy
+650
New +$219K 0.01% 637

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

Mission Wealth Management's CW Position: Q2 2026 in Review

Mission Wealth Management increased its Curtiss-Wright (CW) stake by 27% in Q2 2026, buying an estimated $221K and bringing the position to 1,396 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #457.

Mission Wealth Management first reported a position in CW in Q1 2025 and has held it in 6 quarters since. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Mission Wealth Management held 1,396 shares of Curtiss-Wright worth $1.06M as of Q2 2026.
  • Mission Wealth Management bought 301 Curtiss-Wright shares in Q2 2026, an estimated $221K.
  • Curtiss-Wright made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #457 holding.
  • Mission Wealth Management first reported a position in Curtiss-Wright in Q1 2025 and has held it in 6 quarters since.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.