RA
CW icon

Rise Advisors’s Curtiss-Wright CW Stock Holding History

Rise Advisors’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 		– Sell
-73
Closed -$39.8K – 427
2025
Q3 		$39.8K Hold
73
– – 0.01% 307
2025
Q2 		$35.8K Hold
73
– – 0.01% 304
2025
Q1 		$23.2K Sell
73
-18
-20% -$6.07K 0.01% 427
2024
Q4 		$32.4K Hold
91
– – 0.02% 361
2024
Q3 		$30K Hold
91
– – 0.01% 415
2024
Q2 		$24.7K Hold
91
– – 0.01% 485
2024
Q1 		$23.3K Buy
+91
New +$21.2K 0.01% 545

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

Rise Advisors's CW Position: Q4 2025 in Review

Rise Advisors sold out of Curtiss-Wright (CW) in Q4 2025, closing a stake of 73 shares — an estimated $39.8K sold.

Rise Advisors first reported a position in CW in Q1 2024 and held it in 7 quarters. The position peaked at $39.8K in Q3 2025. 837 funds tracked by Wall St. Rank hold CW as of Q4 2025.

  • Rise Advisors reported no remaining Curtiss-Wright position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 73 Curtiss-Wright shares in Q4 2025, an estimated $39.8K.
  • Rise Advisors first reported a position in Curtiss-Wright in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Curtiss-Wright position peaked at $39.8K in Q3 2025.
  • 837 funds tracked by Wall St. Rank held Curtiss-Wright as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.