OF
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Optimize Financial’s Curtiss-Wright CW Stock Holding History

Optimize Financial’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 		– Sell
-665
Closed -$367K – 342
2025
Q4 		$367K Buy
665
+8
+1% +$4.46K 0.18% 229
2025
Q3 		$357K Buy
+657
New +$324K 0.19% 228

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

Optimize Financial's CW Position: Q1 2026 in Review

Optimize Financial sold out of Curtiss-Wright (CW) in Q1 2026, closing a stake of 665 shares — an estimated $367K sold.

Optimize Financial first reported a position in CW in Q3 2025 and held it in 2 quarters. The position peaked at $367K in Q4 2025. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Optimize Financial reported no remaining Curtiss-Wright position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 665 Curtiss-Wright shares in Q1 2026, an estimated $367K.
  • Optimize Financial first reported a position in Curtiss-Wright in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Curtiss-Wright position peaked at $367K in Q4 2025.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.