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
Q2 		$522K Buy
689
+36
+6% +$26.4K 0.01% 511
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 $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

Sagespring Wealth Partners's CW Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Curtiss-Wright (CW) stake by 5.5% in Q2 2026, buying an estimated $26.4K and bringing the position to 689 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #511.

Sagespring Wealth Partners first reported a position in CW in Q2 2025 and has held it in 5 quarters since. 949 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Sagespring Wealth Partners held 689 shares of Curtiss-Wright worth $522K as of Q2 2026.
  • Sagespring Wealth Partners bought 36 Curtiss-Wright shares in Q2 2026, an estimated $26.4K.
  • Curtiss-Wright made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #511 holding.
  • Sagespring Wealth Partners first reported a position in Curtiss-Wright in Q2 2025 and has held it in 5 quarters since.
  • 949 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.