MWM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Modern Wealth Management's CW Position: Q1 2026 in Review

Modern Wealth Management increased its Curtiss-Wright (CW) stake by 1.2% in Q1 2026, buying an estimated $6.65K and bringing the position to 863 shares worth $602K. The position accounts for 0.01% of the portfolio, ranked #536.

Modern Wealth Management first reported a position in CW in Q4 2024 and has held it in 6 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Modern Wealth Management held 863 shares of Curtiss-Wright worth $602K as of Q1 2026.
  • Modern Wealth Management bought 10 Curtiss-Wright shares in Q1 2026, an estimated $6.65K.
  • Curtiss-Wright made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #536 holding.
  • Modern Wealth Management first reported a position in Curtiss-Wright in Q4 2024 and has held it in 6 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.