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Private Wealth Asset Management’s Curtiss-Wright CW Stock Holding History

Private Wealth Asset Management’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 		– Sell
-1
Closed -$551 – 979
2025
Q4 		$551 Hold
1
– – ﹤0.01% 888
2025
Q3 		$543 Hold
1
– – ﹤0.01% 880
2025
Q2 		$489 Hold
1
– – ﹤0.01% 879
2025
Q1 		$317 Buy
+1
New +$337 ﹤0.01% 1024

Other funds holding CW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Private Wealth Asset Management's CW Position: Q1 2026 in Review

Private Wealth Asset Management sold out of Curtiss-Wright (CW) in Q1 2026, closing a stake of 1 share — an estimated $551 sold.

Private Wealth Asset Management first reported a position in CW in Q1 2025 and held it in 4 quarters. The position peaked at $551 in Q4 2025. 905 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Private Wealth Asset Management reported no remaining Curtiss-Wright position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 1 Curtiss-Wright share in Q1 2026, an estimated $551.
  • Private Wealth Asset Management first reported a position in Curtiss-Wright in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's Curtiss-Wright position peaked at $551 in Q4 2025.
  • 905 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.