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Oppenheimer & Co’s Curtiss-Wright CW Stock Holding History

Oppenheimer & Co’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 		$787K Buy
+1,039
New +$761K 0.01% 1047
2024
Q4 		– Sell
-1,648
Closed -$542K – 1572
2024
Q3 		$542K Buy
+1,648
New +$488K 0.01% 1009
2022
Q4 		– Sell
-3,434
Closed -$478K – 1369
2022
Q3 		$478K Buy
+3,434
New +$487K 0.01% 916
2022
Q1 		– Sell
-1,546
Closed -$215K – 1494
2021
Q4 		$215K Sell
1,546
-450
-23% -$59.4K ﹤0.01% 1367
2021
Q3 		$252K Sell
1,996
-3,401
-63% -$407K ﹤0.01% 1294
2021
Q2 		$641K Buy
+5,397
New +$675K 0.01% 920
2018
Q2 		– Sell
-6,764
Closed -$914K – 1340
2018
Q1 		$914K Hold
6,764
– – 0.02% 641
2017
Q4 		$824K Hold
6,764
– – 0.02% 673
2017
Q3 		$707K Sell
6,764
-19
-0.3% -$1.84K 0.02% 724
2017
Q2 		$623K Hold
6,783
– – 0.02% 755
2017
Q1 		$619K Sell
6,783
-50
-0.7% -$4.83K 0.02% 723
2016
Q4 		$672K Hold
6,833
– – 0.02% 695
2016
Q3 		$622K Hold
6,833
– – 0.02% 733
2016
Q2 		$576K Hold
6,833
– – 0.02% 735
2016
Q1 		$517K Buy
6,833
+276
+4% +$19.1K 0.02% 741
2015
Q4 		$449K Buy
6,557
+69
+1% +$4.7K 0.01% 805
2015
Q3 		$405K Hold
6,488
– – 0.01% 885
2015
Q2 		$470K Buy
+6,488
New +$478K 0.01% 900

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

Oppenheimer & Co's CW Position: Q2 2026 in Review

Oppenheimer & Co opened a new position in Curtiss-Wright (CW) in Q2 2026: 1,039 shares worth $787K. The stake represents 0.01% of the portfolio and ranks #1047 among its holdings. This is a return to the name: Oppenheimer & Co previously reported a position in CW as recently as Q3 2024.

Oppenheimer & Co first reported a position in CW in Q2 2015 and has held it in 18 quarters since. The position peaked at $914K in Q1 2018. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Oppenheimer & Co held 1,039 shares of Curtiss-Wright worth $787K as of Q2 2026.
  • Curtiss-Wright was a new Oppenheimer & Co position in Q2 2026.
  • Curtiss-Wright made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1047 holding.
  • Oppenheimer & Co first reported a position in Curtiss-Wright in Q2 2015 and has held it in 18 quarters since.
  • Oppenheimer & Co's Curtiss-Wright position peaked at $914K in Q1 2018.
  • 946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.