SWP
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Sagespring Wealth Partners’s Curtiss-Wright CW Stock Holding History

Sagespring Wealth 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 		$445K Buy
653
+68
+12% +$45.2K 0.01% 533
2025
Q4 		$323K Buy
585
+5
+0.9% +$2.79K 0.01% 601
2025
Q3 		$315K Buy
580
+141
+32% +$69.5K 0.01% 597
2025
Q2 		$214K Buy
+439
New +$173K ﹤0.01% 673

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

Sagespring Wealth Partners's CW Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Curtiss-Wright (CW) stake by 12% in Q1 2026, buying an estimated $45.2K and bringing the position to 653 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #533.

Sagespring Wealth Partners first reported a position in CW in Q2 2025 and has held it in 4 quarters since. 902 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Sagespring Wealth Partners held 653 shares of Curtiss-Wright worth $445K as of Q1 2026.
  • Sagespring Wealth Partners bought 68 Curtiss-Wright shares in Q1 2026, an estimated $45.2K.
  • Curtiss-Wright made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #533 holding.
  • Sagespring Wealth Partners first reported a position in Curtiss-Wright in Q2 2025 and has held it in 4 quarters since.
  • 902 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.