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Principal Securities’s Curtiss-Wright CW Stock Holding History

Principal Securities’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 		$2.21M Sell
3,238
-203
-6% -$135K 0.03% 457
2025
Q4 		$1.9M Sell
3,441
-211
-6% -$118K 0.03% 494
2025
Q3 		$1.98M Sell
3,652
-97
-3% -$47.8K 0.03% 467
2025
Q2 		$1.83M Buy
3,749
+175
+5% +$69.1K 0.03% 444
2025
Q1 		$1.27M Hold
3,574
– – 0.03% 473
2024
Q4 		$1.27M Buy
3,574
+371
+12% +$134K 0.03% 471
2024
Q3 		$1.05M Buy
3,203
+554
+21% +$164K 0.03% 512
2024
Q2 		$718K Buy
2,649
+183
+7% +$48.9K 0.02% 582
2024
Q1 		$631K Buy
2,466
+1,044
+73% +$243K 0.02% 578
2023
Q4 		$317K Buy
+1,422
New +$298K 0.01% 772

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

Principal Securities's CW Position: Q1 2026 in Review

Principal Securities reduced its Curtiss-Wright (CW) stake by 5.9% in Q1 2026, selling an estimated $135K and leaving 3,238 shares worth $2.21M. The position accounts for 0.03% of the portfolio, ranked #457.

Principal Securities first reported a position in CW in Q4 2023 and has held it in 10 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Principal Securities held 3,238 shares of Curtiss-Wright worth $2.21M as of Q1 2026.
  • Principal Securities sold 203 Curtiss-Wright shares in Q1 2026, an estimated $135K.
  • Curtiss-Wright made up 0.03% of Principal Securities's portfolio in Q1 2026, its #457 holding.
  • Principal Securities first reported a position in Curtiss-Wright in Q4 2023 and has held it in 10 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.