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Root Financial Partners’s Curtiss-Wright CW Stock Holding History

Root Financial 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
Q1 		$371K Buy
544
+415
+322% +$276K 0.02% 213
2025
Q4 		$71.1K Buy
129
+36
+39% +$20.1K ﹤0.01% 592
2025
Q3 		$50.5K Buy
+93
New +$45.8K ﹤0.01% 670

Other funds holding CW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Root Financial Partners's CW Position: Q1 2026 in Review

Root Financial Partners increased its Curtiss-Wright (CW) stake by 322% in Q1 2026, buying an estimated $276K and bringing the position to 544 shares worth $371K. The position accounts for 0.02% of the portfolio, ranked #213.

Root Financial Partners first reported a position in CW in Q3 2025 and has held it in 3 quarters since. 902 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Root Financial Partners held 544 shares of Curtiss-Wright worth $371K as of Q1 2026.
  • Root Financial Partners bought 415 Curtiss-Wright shares in Q1 2026, an estimated $276K.
  • Curtiss-Wright made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #213 holding.
  • Root Financial Partners first reported a position in Curtiss-Wright in Q3 2025 and has held it in 3 quarters since.
  • 902 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.