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Savvy Advisors Inc’s Curtiss-Wright CW Stock Holding History

Savvy Advisors Inc’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 		$367K Buy
539
+131
+32% +$87.1K 0.01% 785
2025
Q4 		$225K Buy
408
+7
+2% +$3.9K 0.01% 901
2025
Q3 		$218K Buy
+401
New +$198K 0.01% 755

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

Savvy Advisors Inc's CW Position: Q1 2026 in Review

Savvy Advisors Inc increased its Curtiss-Wright (CW) stake by 32% in Q1 2026, buying an estimated $87.1K and bringing the position to 539 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #785.

Savvy Advisors Inc first reported a position in CW in Q3 2025 and has held it in 3 quarters since. 901 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • Savvy Advisors Inc held 539 shares of Curtiss-Wright worth $367K as of Q1 2026.
  • Savvy Advisors Inc bought 131 Curtiss-Wright shares in Q1 2026, an estimated $87.1K.
  • Curtiss-Wright made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #785 holding.
  • Savvy Advisors Inc first reported a position in Curtiss-Wright in Q3 2025 and has held it in 3 quarters since.
  • 901 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.