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Mutual Advisors’s Curtiss-Wright CW Stock Holding History

Mutual 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
Q2 		$486K Sell
642
-25
-4% -$18.3K 0.01% 952
2026
Q1 		$454K Sell
667
-202
-23% -$134K 0.01% 923
2025
Q4 		$479K Sell
869
-15
-2% -$8.37K 0.01% 899
2025
Q3 		$494K Sell
884
-101
-10% -$49.8K 0.01% 862
2025
Q2 		$478K Sell
985
-243
-20% -$95.9K 0.01% 801
2025
Q1 		$416K Buy
1,228
+167
+16% +$56.4K 0.01% 788
2024
Q4 		$388K Buy
1,061
+82
+8% +$29.5K 0.01% 794
2024
Q3 		$337K Buy
+979
New +$290K 0.01% 843

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

Mutual Advisors's CW Position: Q2 2026 in Review

Mutual Advisors reduced its Curtiss-Wright (CW) stake by 3.7% in Q2 2026, selling an estimated $18.3K and leaving 642 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #952.

Mutual Advisors first reported a position in CW in Q3 2024 and has held it in 8 quarters since. The position peaked at $494K in Q3 2025. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Mutual Advisors held 642 shares of Curtiss-Wright worth $486K as of Q2 2026.
  • Mutual Advisors sold 25 Curtiss-Wright shares in Q2 2026, an estimated $18.3K.
  • Curtiss-Wright made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #952 holding.
  • Mutual Advisors first reported a position in Curtiss-Wright in Q3 2024 and has held it in 8 quarters since.
  • Mutual Advisors's Curtiss-Wright position peaked at $494K in Q3 2025.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.