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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
Q2 		$15.2K Hold
20
– – ﹤0.01% 1903
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 $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

Pinnacle Wealth Planning Services's CW Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Curtiss-Wright (CW) position steady in Q2 2026 at 20 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

Pinnacle Wealth Planning Services first reported a position in CW in Q4 2020 and has held it in 4 quarters since. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Pinnacle Wealth Planning Services held 20 shares of Curtiss-Wright worth $15.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Curtiss-Wright share count unchanged in Q2 2026.
  • Curtiss-Wright made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1903 holding.
  • Pinnacle Wealth Planning Services first reported a position in Curtiss-Wright in Q4 2020 and has held it in 4 quarters since.
  • 946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.