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

Rialto 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
2026
Q2 		$4.55K Sell
6
-1
-14% -$733 ﹤0.01% 788
2026
Q1 		$4.77K Buy
7
+2
+40% +$1.33K ﹤0.01% 601
2025
Q4 		$2.76K Hold
5
– – ﹤0.01% 634
2025
Q3 		$2.71K Buy
5
+1
+25% +$493 ﹤0.01% 587
2025
Q2 		$1.96K Buy
4
+2
+100% +$789 ﹤0.01% 617
2025
Q1 		$635 Buy
+2
New +$675 ﹤0.01% 727

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

Rialto Wealth Management's CW Position: Q2 2026 in Review

Rialto Wealth Management reduced its Curtiss-Wright (CW) stake by 14% in Q2 2026, selling an estimated $733 and leaving 6 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Rialto Wealth Management first reported a position in CW in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.77K in Q1 2026. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Rialto Wealth Management held 6 shares of Curtiss-Wright worth $4.55K as of Q2 2026.
  • Rialto Wealth Management sold 1 Curtiss-Wright share in Q2 2026, an estimated $733.
  • Curtiss-Wright made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #788 holding.
  • Rialto Wealth Management first reported a position in Curtiss-Wright in Q1 2025 and has held it in 6 quarters since.
  • Rialto Wealth Management's Curtiss-Wright position peaked at $4.77K in Q1 2026.
  • 943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.