Newbridge Financial Services Group’s Curtiss-Wright CW Stock Holding History

Newbridge Financial Services Group’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	$517K	Sell	682 -21	-3%	-$15.4K	0.06%	165
2026 Q1	$479K	Sell	703 -2,578	-79%	-$1.71M	0.08%	153
2025 Q4	$1.81M	Buy	3,281 +197	+6%	+$110K	0.28%	72
2025 Q3	$1.67M	Buy	3,084 +1,450	+89%	+$714K	0.25%	80
2025 Q2	$798K	Buy	+1,634	New	+$645K	0.13%	131
2021 Q1	–	Sell	-300	Closed	-$35K	–	1391
2020 Q4	$35K	Hold	300	–	–	0.03%	411
2020 Q3	$28K	Buy	+300	New	+$28.8K	0.03%	421

Other funds holding CW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Newbridge Financial Services Group's CW Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Curtiss-Wright (CW) stake by 3% in Q2 2026, selling an estimated $15.4K and leaving 682 shares worth $517K. The position accounts for 0.06% of the portfolio, ranked #165.

Newbridge Financial Services Group first reported a position in CW in Q3 2020 and has held it in 7 quarters since. The position peaked at $1.81M in Q4 2025. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

Newbridge Financial Services Group held 682 shares of Curtiss-Wright worth $517K as of Q2 2026.
Newbridge Financial Services Group sold 21 Curtiss-Wright shares in Q2 2026, an estimated $15.4K.
Curtiss-Wright made up 0.06% of Newbridge Financial Services Group's portfolio in Q2 2026, its #165 holding.
Newbridge Financial Services Group first reported a position in Curtiss-Wright in Q3 2020 and has held it in 7 quarters since.
Newbridge Financial Services Group's Curtiss-Wright position peaked at $1.81M in Q4 2025.
944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.