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Moneta Group Investment Advisors’s Curtiss-Wright CW Stock Holding History

Moneta Group Investment Advisors’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 		$608K Sell
893
-105
-11% -$69.8K ﹤0.01% 456
2025
Q4 		$550K Sell
998
-95
-9% -$53K ﹤0.01% 472
2025
Q3 		$593K Sell
1,093
-69
-6% -$34K ﹤0.01% 453
2025
Q2 		$568K Sell
1,162
-47
-4% -$18.6K 0.01% 410
2025
Q1 		$384K Sell
1,209
-81
-6% -$27.3K 0.01% 477
2024
Q4 		$458K Sell
1,290
-17
-1% -$6.12K 0.01% 423
2024
Q3 		$430K Buy
1,307
+44
+3% +$13K 0.01% 439
2024
Q2 		$342K Hold
1,263
– – 0.01% 460
2024
Q1 		$323K Buy
1,263
+8
+0.6% +$1.86K 0.01% 464
2023
Q4 		$280K Buy
1,255
+18
+1% +$3.77K 0.01% 460
2023
Q3 		$242K Sell
1,237
-15
-1% -$2.97K 0.01% 446
2023
Q2 		$230K Buy
1,252
+15
+1% +$2.56K 0.01% 480
2023
Q1 		$218K Sell
1,237
-9
-0.7% -$1.52K 0.01% 480
2022
Q4 		$207K Buy
+1,246
New +$208K 0.01% 433
2022
Q1 		– Sell
-2,091
Closed -$290K – 457
2021
Q4 		$290K Sell
2,091
-1
-0% -$132 0.01% 385
2021
Q3 		$264K Buy
2,092
+4
+0.2% +$478 0.01% 384
2021
Q2 		$248K Buy
2,088
+98
+5% +$12.3K 0.01% 395
2021
Q1 		$236K Buy
+1,990
New +$230K 0.01% 376

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

Moneta Group Investment Advisors's CW Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its Curtiss-Wright (CW) stake by 11% in Q1 2026, selling an estimated $69.8K and leaving 893 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #456.

Moneta Group Investment Advisors first reported a position in CW in Q1 2021 and has held it in 18 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Moneta Group Investment Advisors held 893 shares of Curtiss-Wright worth $608K as of Q1 2026.
  • Moneta Group Investment Advisors sold 105 Curtiss-Wright shares in Q1 2026, an estimated $69.8K.
  • Curtiss-Wright made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #456 holding.
  • Moneta Group Investment Advisors first reported a position in Curtiss-Wright in Q1 2021 and has held it in 18 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.