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Modern Wealth Management’s Curtiss-Wright CW Stock Holding History

Modern 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 		$1.42M Buy
1,875
+1,012
+117% +$742K 0.02% 443
2026
Q1 		$602K Buy
863
+10
+1% +$6.65K 0.01% 536
2025
Q4 		$470K Buy
853
+3
+0.4% +$1.67K 0.01% 551
2025
Q3 		$462K Buy
850
+5
+0.6% +$2.46K 0.01% 524
2025
Q2 		$413K Sell
845
-6
-0.7% -$2.37K 0.01% 526
2025
Q1 		$270K Buy
851
+3
+0.4% +$1.01K 0.01% 563
2024
Q4 		$301K Buy
+848
New +$305K 0.01% 456

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

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

Modern Wealth Management increased its Curtiss-Wright (CW) stake by 117% in Q2 2026, buying an estimated $742K and bringing the position to 1,875 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #443.

Modern Wealth Management first reported a position in CW in Q4 2024 and has held it in 7 quarters since. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Modern Wealth Management held 1,875 shares of Curtiss-Wright worth $1.42M as of Q2 2026.
  • Modern Wealth Management bought 1,012 Curtiss-Wright shares in Q2 2026, an estimated $742K.
  • Curtiss-Wright made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #443 holding.
  • Modern Wealth Management first reported a position in Curtiss-Wright in Q4 2024 and has held it in 7 quarters since.
  • 946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.