PCS
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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
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 $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

Personal CFO Solutions's CW Position: Q1 2026 in Review

Personal CFO Solutions increased its Curtiss-Wright (CW) stake by 8% in Q1 2026, buying an estimated $55.2K and bringing the position to 1,120 shares worth $763K. The position accounts for 0.11% of the portfolio, ranked #168.

Personal CFO Solutions first reported a position in CW in Q4 2024 and has held it in 6 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Personal CFO Solutions held 1,120 shares of Curtiss-Wright worth $763K as of Q1 2026.
  • Personal CFO Solutions bought 83 Curtiss-Wright shares in Q1 2026, an estimated $55.2K.
  • Curtiss-Wright made up 0.11% of Personal CFO Solutions's portfolio in Q1 2026, its #168 holding.
  • Personal CFO Solutions first reported a position in Curtiss-Wright in Q4 2024 and has held it in 6 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.