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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
Q2 		$2.3M Sell
3,036
-202
-6% -$148K 0.03% 501
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 $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

Principal Securities's CW Position: Q2 2026 in Review

Principal Securities reduced its Curtiss-Wright (CW) stake by 6.2% in Q2 2026, selling an estimated $148K and leaving 3,036 shares worth $2.3M. The position accounts for 0.03% of the portfolio, ranked #501.

Principal Securities first reported a position in CW in Q4 2023 and has held it in 11 quarters since. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Principal Securities held 3,036 shares of Curtiss-Wright worth $2.3M as of Q2 2026.
  • Principal Securities sold 202 Curtiss-Wright shares in Q2 2026, an estimated $148K.
  • Curtiss-Wright made up 0.03% of Principal Securities's portfolio in Q2 2026, its #501 holding.
  • Principal Securities first reported a position in Curtiss-Wright in Q4 2023 and has held it in 11 quarters since.
  • 946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.