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Park Square Financial Group’s Curtiss-Wright CW Stock Holding History

Park Square Financial Group’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 		$2.27K Sell
3
-3
-50% -$2.2K 0.02% 160
2026
Q1 		$4.09K Sell
6
-33
-85% -$21.9K 0.03% 160
2025
Q4 		$13.8K Buy
39
+10
+34% +$5.58K 0.08% 120
2025
Q3 		$15.7K Sell
29
-11
-28% -$5.42K 0.07% 119
2025
Q2 		$19.5K Sell
40
-185
-82% -$73K 0.01% 466
2025
Q1 		$71.5K Sell
225
-16
-7% -$5.4K 0.06% 226
2024
Q4 		$85.6K Buy
+241
New +$86.8K 0.06% 205

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

Park Square Financial Group's CW Position: Q2 2026 in Review

Park Square Financial Group reduced its Curtiss-Wright (CW) stake by 50% in Q2 2026, selling an estimated $2.2K and leaving 3 shares worth $2.27K. The position accounts for 0.02% of the portfolio, ranked #160.

Park Square Financial Group first reported a position in CW in Q4 2024 and has held it in 7 quarters since. The position peaked at $85.6K in Q4 2024. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Park Square Financial Group held 3 shares of Curtiss-Wright worth $2.27K as of Q2 2026.
  • Park Square Financial Group sold 3 Curtiss-Wright shares in Q2 2026, an estimated $2.2K.
  • Curtiss-Wright made up 0.02% of Park Square Financial Group's portfolio in Q2 2026, its #160 holding.
  • Park Square Financial Group first reported a position in Curtiss-Wright in Q4 2024 and has held it in 7 quarters since.
  • Park Square Financial Group's Curtiss-Wright position peaked at $85.6K in Q4 2024.
  • 943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Park Square Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.