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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
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 $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

NewEdge Advisors's CW Position: Q1 2026 in Review

NewEdge Advisors reduced its Curtiss-Wright (CW) stake by 41% in Q1 2026, selling an estimated $664K and leaving 1,425 shares worth $971K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

NewEdge Advisors first reported a position in CW in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.34M in Q4 2025. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • NewEdge Advisors held 1,425 shares of Curtiss-Wright worth $971K as of Q1 2026.
  • NewEdge Advisors sold 998 Curtiss-Wright shares in Q1 2026, an estimated $664K.
  • Curtiss-Wright made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1522 holding.
  • NewEdge Advisors first reported a position in Curtiss-Wright in Q4 2022 and has held it in 12 quarters since.
  • NewEdge Advisors's Curtiss-Wright position peaked at $1.34M in Q4 2025.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.