NorthRock Partners’s Curtiss-Wright CW Stock Holding History

NorthRock Partners’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
2025 Q4	–	Sell	-820	Closed	-$445K	–	691
2025 Q3	$445K	Buy	820 +157	+24%	+$77.3K	0.01%	567
2025 Q2	$324K	Buy	+663	New	+$262K	0.01%	514

Other funds holding CW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

NorthRock Partners's CW Position: Q4 2025 in Review

NorthRock Partners sold out of Curtiss-Wright (CW) in Q4 2025, closing a stake of 820 shares — an estimated $445K sold.

NorthRock Partners first reported a position in CW in Q2 2025 and held it in 2 quarters. The position peaked at $445K in Q3 2025. 838 funds tracked by Wall St. Rank hold CW as of Q4 2025.

NorthRock Partners reported no remaining Curtiss-Wright position as of Q4 2025 after selling out during the quarter.
NorthRock Partners sold 820 Curtiss-Wright shares in Q4 2025, an estimated $445K.
NorthRock Partners first reported a position in Curtiss-Wright in Q2 2025 and held it in 2 quarters.
NorthRock Partners's Curtiss-Wright position peaked at $445K in Q3 2025.
838 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.