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Phoenix Financial’s Curtiss-Wright CW Stock Holding History

Phoenix Financial’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 		$302K Buy
+400
New +$293K ﹤0.01% 433
2020
Q2 		– Sell
-3,110
Closed -$279K – 319
2020
Q1 		$279K Buy
+3,110
New +$399K 0.01% 272

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

Phoenix Financial's CW Position: Q2 2026 in Review

Phoenix Financial opened a new position in Curtiss-Wright (CW) in Q2 2026: 400 shares worth $302K. The stake represents ﹤0.01% of the portfolio and ranks #433 among its holdings. This is a return to the name: Phoenix Financial previously reported a position in CW as recently as Q1 2020.

Phoenix Financial first reported a position in CW in Q1 2020 and has held it in 2 quarters since. 949 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Phoenix Financial held 400 shares of Curtiss-Wright worth $302K as of Q2 2026.
  • Curtiss-Wright was a new Phoenix Financial position in Q2 2026.
  • Curtiss-Wright made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #433 holding.
  • Phoenix Financial first reported a position in Curtiss-Wright in Q1 2020 and has held it in 2 quarters since.
  • 949 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.