OneDigital Investment Advisors’s Curtiss-Wright CW Stock Holding History

OneDigital Investment 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	$647K	Sell	854 -138	-14%	-$101K	0.01%	930
2026 Q1	$676K	Buy	992 +92	+10%	+$61.2K	0.01%	826
2025 Q4	$496K	Sell	900 -61	-6%	-$34K	﹤0.01%	952
2025 Q3	$522K	Sell	961 -167	-15%	-$82.3K	0.01%	911
2025 Q2	$551K	Sell	1,128 -37	-3%	-$14.6K	0.01%	868
2025 Q1	$370K	Buy	1,165 +114	+11%	+$38.5K	﹤0.01%	989
2024 Q4	$373K	Sell	1,051 -111	-10%	-$40K	﹤0.01%	1021
2024 Q3	$382K	Buy	1,162 +37	+3%	+$10.9K	﹤0.01%	1046
2024 Q2	$305K	Buy	+1,125	New	+$301K	﹤0.01%	1104
2019 Q3	–	Sell	-155	Closed	-$20K	–	683
2019 Q2	$20K	Hold	155	–	–	﹤0.01%	808
2019 Q1	$18K	Hold	155	–	–	﹤0.01%	757
2018 Q4	$16K	Hold	155	–	–	﹤0.01%	747
2018 Q3	$21K	Hold	155	–	–	﹤0.01%	645
2018 Q2	$18K	Hold	155	–	–	﹤0.01%	843
2018 Q1	$21K	Hold	155	–	–	﹤0.01%	798
2017 Q4	$19K	Sell	155 -23	-13%	-$2.71K	﹤0.01%	821
2017 Q3	$19K	Buy	+178	New	+$17.3K	0.01%	655

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

OneDigital Investment Advisors's CW Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Curtiss-Wright (CW) stake by 14% in Q2 2026, selling an estimated $101K and leaving 854 shares worth $647K. The position accounts for 0.01% of the portfolio, ranked #930.

OneDigital Investment Advisors first reported a position in CW in Q3 2017 and has held it in 17 quarters since. The position peaked at $676K in Q1 2026. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

OneDigital Investment Advisors held 854 shares of Curtiss-Wright worth $647K as of Q2 2026.
OneDigital Investment Advisors sold 138 Curtiss-Wright shares in Q2 2026, an estimated $101K.
Curtiss-Wright made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #930 holding.
OneDigital Investment Advisors first reported a position in Curtiss-Wright in Q3 2017 and has held it in 17 quarters since.
OneDigital Investment Advisors's Curtiss-Wright position peaked at $676K in Q1 2026.
944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.