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Principia Wealth Advisory’s Curtiss-Wright CW Stock Holding History

Principia Wealth Advisory’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 		$1.52K Buy
2
+1
+100% +$733 ﹤0.01% 667
2026
Q1 		$681 Hold
1
– – ﹤0.01% 791
2025
Q4 		$551 Hold
1
– – ﹤0.01% 805
2025
Q3 		$543 Hold
1
– – ﹤0.01% 782
2025
Q2 		$489 Buy
+1
New +$395 ﹤0.01% 740
2025
Q1 		– Sell
-1
Closed -$355 – 869
2024
Q4 		$355 Buy
+1
New +$360 ﹤0.01% 636

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

Principia Wealth Advisory's CW Position: Q2 2026 in Review

Principia Wealth Advisory increased its Curtiss-Wright (CW) stake by 100% in Q2 2026, buying an estimated $733 and bringing the position to 2 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Principia Wealth Advisory first reported a position in CW in Q4 2024 and has held it in 6 quarters since. 944 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Principia Wealth Advisory held 2 shares of Curtiss-Wright worth $1.52K as of Q2 2026.
  • Principia Wealth Advisory bought 1 Curtiss-Wright share in Q2 2026, an estimated $733.
  • Curtiss-Wright made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #667 holding.
  • Principia Wealth Advisory first reported a position in Curtiss-Wright in Q4 2024 and has held it in 6 quarters since.
  • 944 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.