RWM
CW icon

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

Ritholtz 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 		$3.61M Buy
4,765
+683
+17% +$501K 0.05% 261
2026
Q1 		$2.78M Sell
4,082
-6
-0.1% -$3.99K 0.05% 297
2025
Q4 		$2.25M Buy
4,088
+79
+2% +$44.1K 0.04% 322
2025
Q3 		$2.18M Buy
4,009
+75
+2% +$36.9K 0.04% 308
2025
Q2 		$1.92M Sell
3,934
-78
-2% -$30.8K 0.04% 302
2025
Q1 		$1.27M Buy
4,012
+284
+8% +$95.8K 0.04% 346
2024
Q4 		$1.32M Buy
3,728
+3
+0.1% +$1.08K 0.04% 307
2024
Q3 		$1.22M Buy
3,725
+308
+9% +$91.1K 0.04% 333
2024
Q2 		$926K Sell
3,417
-63
-2% -$16.8K 0.03% 363
2024
Q1 		$891K Sell
3,480
-41
-1% -$9.53K 0.03% 388
2023
Q4 		$784K Sell
3,521
-9
-0.3% -$1.88K 0.03% 382
2023
Q3 		$691K Sell
3,530
-43
-1% -$8.52K 0.03% 382
2023
Q2 		$656K Sell
3,573
-1,031
-22% -$176K 0.03% 370
2023
Q1 		$812K Buy
4,604
+1,164
+34% +$197K 0.04% 311
2022
Q4 		$575K Buy
3,440
+309
+10% +$51.5K 0.03% 338
2022
Q3 		$436K Buy
3,131
+1,219
+64% +$173K 0.02% 435
2022
Q2 		$252K Buy
+1,912
New +$272K 0.02% 447

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

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

Ritholtz Wealth Management increased its Curtiss-Wright (CW) stake by 17% in Q2 2026, buying an estimated $501K and bringing the position to 4,765 shares worth $3.61M. The position accounts for 0.05% of the portfolio, ranked #261.

Ritholtz Wealth Management first reported a position in CW in Q2 2022 and has held it in 17 quarters since. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Ritholtz Wealth Management held 4,765 shares of Curtiss-Wright worth $3.61M as of Q2 2026.
  • Ritholtz Wealth Management bought 683 Curtiss-Wright shares in Q2 2026, an estimated $501K.
  • Curtiss-Wright made up 0.05% of Ritholtz Wealth Management's portfolio in Q2 2026, its #261 holding.
  • Ritholtz Wealth Management first reported a position in Curtiss-Wright in Q2 2022 and has held it in 17 quarters since.
  • 943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.