PWM
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Parkworth Wealth Management’s Curtiss-Wright CW Stock Holding History

Parkworth 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
Q2 		$1.47K Buy
3
+1
+50% +$395 ﹤0.01% 321
2025
Q1 		$635 Hold
2
– – ﹤0.01% 358
2024
Q4 		$710 Buy
+2
New +$720 ﹤0.01% 346

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Parkworth Wealth Management's CW Position: Q2 2025 in Review

Parkworth Wealth Management increased its Curtiss-Wright (CW) stake by 50% in Q2 2025, buying an estimated $395 and bringing the position to 3 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Parkworth Wealth Management first reported a position in CW in Q4 2024 and has held it in 3 quarters since. 740 funds tracked by Wall St. Rank hold CW as of Q2 2025.

  • Parkworth Wealth Management held 3 shares of Curtiss-Wright worth $1.47K as of Q2 2025.
  • Parkworth Wealth Management bought 1 Curtiss-Wright share in Q2 2025, an estimated $395.
  • Curtiss-Wright made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #321 holding.
  • Parkworth Wealth Management first reported a position in Curtiss-Wright in Q4 2024 and has held it in 3 quarters since.
  • 740 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.