Savant Capital’s Curtiss-Wright CW Stock Holding History

Savant Capital’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	–	Sell	-296	Closed	-$202K	–	1862
2026 Q1	$202K	Buy	+296	New	+$197K	﹤0.01%	1416
2025 Q1	–	Sell	-3,690	Closed	-$1.31M	–	1170
2024 Q4	$1.31M	Buy	3,690 +6	+0.2%	+$2.16K	0.01%	560
2024 Q3	$1.21M	Buy	3,684 +29	+0.8%	+$8.58K	0.01%	577
2024 Q2	$990K	Buy	3,655 +20	+0.6%	+$5.35K	0.01%	593
2024 Q1	$930K	Buy	+3,635	New	+$845K	0.01%	560
2022 Q3	–	Sell	-1,759	Closed	-$232K	–	557
2022 Q2	$232K	Buy	1,759 +81	+5%	+$11.5K	0.01%	485
2022 Q1	$252K	Hold	1,678	–	–	0.01%	491
2021 Q4	$233K	Hold	1,678	–	–	0.01%	504
2021 Q3	$212K	Buy	+1,678	New	+$201K	0.01%	492
2020 Q1	–	Sell	-1,675	Closed	-$236K	–	386
2019 Q4	$236K	Hold	1,675	–	–	0.03%	315
2019 Q3	$217K	Hold	1,675	–	–	0.03%	309
2019 Q2	$213K	Buy	+1,675	New	+$193K	0.03%	312
2018 Q4	–	Sell	-1,675	Closed	-$230K	–	269
2018 Q3	$230K	Buy	+1,675	New	+$220K	0.04%	266

Other funds holding CW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Savant Capital's CW Position: Q2 2026 in Review

Savant Capital sold out of Curtiss-Wright (CW) in Q2 2026, closing a stake of 296 shares — an estimated $202K sold.

Savant Capital first reported a position in CW in Q3 2018 and held it in 13 quarters. The position peaked at $1.31M in Q4 2024. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

Savant Capital reported no remaining Curtiss-Wright position as of Q2 2026 after selling out during the quarter.
Savant Capital sold 296 Curtiss-Wright shares in Q2 2026, an estimated $202K.
Savant Capital first reported a position in Curtiss-Wright in Q3 2018 and held it in 13 quarters.
Savant Capital's Curtiss-Wright position peaked at $1.31M in Q4 2024.
943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.