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NewEdge Advisors’s Curtiss-Wright CW Stock Holding History

NewEdge 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 		$1.28M Buy
1,686
+261
+18% +$191K ﹤0.01% 1504
2026
Q1 		$971K Sell
1,425
-998
-41% -$664K ﹤0.01% 1522
2025
Q4 		$1.34M Buy
2,423
+122
+5% +$68.1K ﹤0.01% 1310
2025
Q3 		$1.25M Buy
2,301
+2,242
+3,800% +$1.1M 0.01% 1270
2025
Q2 		$28.9K Hold
59
– – ﹤0.01% 2838
2025
Q1 		$18.8K Sell
59
-896
-94% -$302K ﹤0.01% 2885
2024
Q4 		$339K Buy
955
+914
+2,229% +$329K ﹤0.01% 1810
2024
Q3 		$13.5K Hold
41
– – ﹤0.01% 2852
2024
Q2 		$11.1K Sell
41
-1,257
-97% -$336K ﹤0.01% 2825
2024
Q1 		$332K Sell
1,298
-706
-35% -$164K ﹤0.01% 1588
2023
Q4 		$452K Buy
+2,004
New +$419K ﹤0.01% 1333
2023
Q2 		– Sell
-22
Closed -$3.88K – 3514
2023
Q1 		$3.88K Sell
22
-197
-90% -$33.4K ﹤0.01% 2859
2022
Q4 		$32.9K Buy
+219
New +$36.5K ﹤0.01% 1908

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

NewEdge Advisors's CW Position: Q2 2026 in Review

NewEdge Advisors increased its Curtiss-Wright (CW) stake by 18% in Q2 2026, buying an estimated $191K and bringing the position to 1,686 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

NewEdge Advisors first reported a position in CW in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.34M in Q4 2025. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • NewEdge Advisors held 1,686 shares of Curtiss-Wright worth $1.28M as of Q2 2026.
  • NewEdge Advisors bought 261 Curtiss-Wright shares in Q2 2026, an estimated $191K.
  • Curtiss-Wright made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1504 holding.
  • NewEdge Advisors first reported a position in Curtiss-Wright in Q4 2022 and has held it in 13 quarters since.
  • NewEdge Advisors's Curtiss-Wright position peaked at $1.34M in Q4 2025.
  • 946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.