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Proficio Capital Partners’s Curtiss-Wright CW Stock Holding History

Proficio Capital Partners’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 		$944K Buy
+1,246
New +$913K 0.03% 215
2025
Q3 		– Sell
-514
Closed -$251K – 277
2025
Q2 		$251K Buy
+514
New +$203K 0.02% 362
2019
Q3 		– Sell
-47
Closed -$6K – 474
2019
Q2 		$6K Buy
+47
New +$5.41K ﹤0.01% 1124

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

Proficio Capital Partners's CW Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Curtiss-Wright (CW) in Q2 2026: 1,246 shares worth $944K. The stake represents 0.03% of the portfolio and ranks #215 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in CW as recently as Q2 2025.

Proficio Capital Partners first reported a position in CW in Q2 2019 and has held it in 3 quarters since. 946 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Proficio Capital Partners held 1,246 shares of Curtiss-Wright worth $944K as of Q2 2026.
  • Curtiss-Wright was a new Proficio Capital Partners position in Q2 2026.
  • Curtiss-Wright made up 0.03% of Proficio Capital Partners's portfolio in Q2 2026, its #215 holding.
  • Proficio Capital Partners first reported a position in Curtiss-Wright in Q2 2019 and has held it in 3 quarters since.
  • 946 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.