Oak Associates’s Curtiss-Wright CW Stock Holding History

Oak Associates’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	$428K	Sell	628 -476	-43%	-$317K	0.03%	118
2025 Q4	$609K	Sell	1,104 -330	-23%	-$184K	0.04%	109
2025 Q3	$779K	Hold	1,434	–	–	0.05%	105
2025 Q2	$701K	Hold	1,434	–	–	0.05%	109
2025 Q1	$455K	Hold	1,434	–	–	0.03%	117
2024 Q4	$509K	Sell	1,434 -186	-11%	-$67K	0.04%	120
2024 Q3	$532K	Hold	1,620	–	–	0.04%	118
2024 Q2	$439K	Hold	1,620	–	–	0.03%	124
2024 Q1	$415K	Hold	1,620	–	–	0.03%	129
2023 Q4	$361K	Hold	1,620	–	–	0.03%	128
2023 Q3	$317K	Hold	1,620	–	–	0.03%	129
2023 Q2	$298K	Hold	1,620	–	–	0.02%	126
2023 Q1	$286K	Hold	1,620	–	–	0.02%	129
2022 Q4	$271K	Buy	+1,620	New	+$270K	0.02%	136

Other funds holding CW

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

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

Oak Associates's CW Position: Q1 2026 in Review

Oak Associates reduced its Curtiss-Wright (CW) stake by 43% in Q1 2026, selling an estimated $317K and leaving 628 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #118.

Oak Associates first reported a position in CW in Q4 2022 and has held it in 14 quarters since. The position peaked at $779K in Q3 2025. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

Oak Associates held 628 shares of Curtiss-Wright worth $428K as of Q1 2026.
Oak Associates sold 476 Curtiss-Wright shares in Q1 2026, an estimated $317K.
Curtiss-Wright made up 0.03% of Oak Associates's portfolio in Q1 2026, its #118 holding.
Oak Associates first reported a position in Curtiss-Wright in Q4 2022 and has held it in 14 quarters since.
Oak Associates's Curtiss-Wright position peaked at $779K in Q3 2025.
901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Oak Associates's 13F filing for Q1 2026, filed 14 May 2026.