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Oregon Pacific Wealth Management’s Curtiss-Wright CW Stock Holding History

Oregon Pacific Wealth Management’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
-437
Closed -$237K – 121
2025
Q3 		$237K Buy
+437
New +$215K 0.21% 116

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Oregon Pacific Wealth Management's CW Position: Q4 2025 in Review

Oregon Pacific Wealth Management sold out of Curtiss-Wright (CW) in Q4 2025, closing a stake of 437 shares — an estimated $237K sold.

Oregon Pacific Wealth Management first reported a position in CW in Q3 2025 and held it in 1 quarter. The position peaked at $237K in Q3 2025. 838 funds tracked by Wall St. Rank hold CW as of Q4 2025.

  • Oregon Pacific Wealth Management reported no remaining Curtiss-Wright position as of Q4 2025 after selling out during the quarter.
  • Oregon Pacific Wealth Management sold 437 Curtiss-Wright shares in Q4 2025, an estimated $237K.
  • Oregon Pacific Wealth Management first reported a position in Curtiss-Wright in Q3 2025 and held it in 1 quarter.
  • Oregon Pacific Wealth Management's Curtiss-Wright position peaked at $237K in Q3 2025.
  • 838 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.