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Personal CFO Solutions’s Curtiss-Wright CW Stock Holding History

Personal CFO Solutions’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 		$854K Buy
1,127
+7
+0.6% +$5.13K 0.12% 149
2026
Q1 		$763K Buy
1,120
+83
+8% +$55.2K 0.11% 168
2025
Q4 		$572K Buy
1,037
+151
+17% +$84.2K 0.09% 214
2025
Q3 		$481K Buy
886
+120
+16% +$59.1K 0.08% 234
2025
Q2 		$374K Sell
766
-20
-3% -$7.89K 0.07% 272
2025
Q1 		$249K Buy
786
+175
+29% +$59.1K 0.05% 366
2024
Q4 		$217K Buy
+611
New +$220K 0.04% 421

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

Personal CFO Solutions's CW Position: Q2 2026 in Review

Personal CFO Solutions increased its Curtiss-Wright (CW) stake by 0.63% in Q2 2026, buying an estimated $5.13K and bringing the position to 1,127 shares worth $854K. The position accounts for 0.12% of the portfolio, ranked #149.

Personal CFO Solutions first reported a position in CW in Q4 2024 and has held it in 7 quarters since. 945 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Personal CFO Solutions held 1,127 shares of Curtiss-Wright worth $854K as of Q2 2026.
  • Personal CFO Solutions bought 7 Curtiss-Wright shares in Q2 2026, an estimated $5.13K.
  • Curtiss-Wright made up 0.12% of Personal CFO Solutions's portfolio in Q2 2026, its #149 holding.
  • Personal CFO Solutions first reported a position in Curtiss-Wright in Q4 2024 and has held it in 7 quarters since.
  • 945 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.