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Prosperity Wealth Management’s Curtiss-Wright CW Stock Holding History

Prosperity Wealth 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
2025
Q4 		$421K Hold
763
– – 0.14% 158
2025
Q3 		$414K Hold
763
– – 0.14% 153
2025
Q2 		$373K Hold
763
– – 0.14% 154
2025
Q1 		$242K Hold
763
– – 0.11% 178
2024
Q4 		$271K Hold
763
– – 0.11% 159
2024
Q3 		$251K Hold
763
– – 0.1% 158
2024
Q2 		$207K Buy
+763
New +$204K 0.1% 164

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Prosperity Wealth Management's CW Position: Q4 2025 in Review

Prosperity Wealth Management held its Curtiss-Wright (CW) position steady in Q4 2025 at 763 shares worth $421K. The position accounts for 0.14% of the portfolio, ranked #158.

Prosperity Wealth Management first reported a position in CW in Q2 2024 and has held it in 7 quarters since. 837 funds tracked by Wall St. Rank hold CW as of Q4 2025.

  • Prosperity Wealth Management held 763 shares of Curtiss-Wright worth $421K as of Q4 2025.
  • Prosperity Wealth Management left its Curtiss-Wright share count unchanged in Q4 2025.
  • Curtiss-Wright made up 0.14% of Prosperity Wealth Management's portfolio in Q4 2025, its #158 holding.
  • Prosperity Wealth Management first reported a position in Curtiss-Wright in Q2 2024 and has held it in 7 quarters since.
  • 837 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.