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Pinnacle Wealth Planning Services’s Curtiss-Wright CW Stock Holding History

Pinnacle Wealth Planning Services’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 		$13.6K Sell
20
-4
-17% -$2.66K ﹤0.01% 1884
2025
Q4 		$13.2K Buy
+24
New +$13.4K ﹤0.01% 1900
2021
Q1 		– Sell
-16
Closed -$2K – 735
2020
Q4 		$2K Buy
+16
New +$1.69K ﹤0.01% 1916

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

Pinnacle Wealth Planning Services's CW Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Curtiss-Wright (CW) stake by 17% in Q1 2026, selling an estimated $2.66K and leaving 20 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1884.

Pinnacle Wealth Planning Services first reported a position in CW in Q4 2020 and has held it in 3 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Pinnacle Wealth Planning Services held 20 shares of Curtiss-Wright worth $13.6K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 4 Curtiss-Wright shares in Q1 2026, an estimated $2.66K.
  • Curtiss-Wright made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1884 holding.
  • Pinnacle Wealth Planning Services first reported a position in Curtiss-Wright in Q4 2020 and has held it in 3 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.