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Mount Yale Investment Advisors’s Curtiss-Wright CW Stock Holding History

Mount Yale 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 		$1.52M Buy
2,230
+1,188
+114% +$790K 0.04% 433
2025
Q4 		$575K Sell
1,042
-60
-5% -$33.5K 0.03% 431
2025
Q3 		$599K Sell
1,102
-907
-45% -$447K 0.04% 386
2025
Q2 		$981K Sell
2,009
-392
-16% -$155K 0.08% 207
2025
Q1 		$762K Sell
2,401
-448
-16% -$151K 0.07% 240
2024
Q4 		$1.01M Sell
2,849
-38
-1% -$13.7K 0.08% 196
2024
Q3 		$949K Buy
+2,887
New +$854K 0.09% 207
2018
Q4 		– Sell
-16
Closed -$2K – 422
2018
Q3 		$2K Sell
16
-277
-95% -$36.3K ﹤0.01% 901
2018
Q2 		$35K Hold
293
– – 0.01% 698
2018
Q1 		$40K Buy
+293
New +$38.3K 0.01% 660

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

Mount Yale Investment Advisors's CW Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Curtiss-Wright (CW) stake by 114% in Q1 2026, buying an estimated $790K and bringing the position to 2,230 shares worth $1.52M. The position accounts for 0.04% of the portfolio, ranked #433.

Mount Yale Investment Advisors first reported a position in CW in Q1 2018 and has held it in 10 quarters since. 903 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Mount Yale Investment Advisors held 2,230 shares of Curtiss-Wright worth $1.52M as of Q1 2026.
  • Mount Yale Investment Advisors bought 1,188 Curtiss-Wright shares in Q1 2026, an estimated $790K.
  • Curtiss-Wright made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #433 holding.
  • Mount Yale Investment Advisors first reported a position in Curtiss-Wright in Q1 2018 and has held it in 10 quarters since.
  • 903 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.