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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
Q2 		$485K Buy
639
+100
+19% +$73.3K 0.01% 790
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Savvy Advisors Inc's CW Position: Q2 2026 in Review

Savvy Advisors Inc increased its Curtiss-Wright (CW) stake by 19% in Q2 2026, buying an estimated $73.3K and bringing the position to 639 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #790.

Savvy Advisors Inc first reported a position in CW in Q3 2025 and has held it in 4 quarters since. 950 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Savvy Advisors Inc held 639 shares of Curtiss-Wright worth $485K as of Q2 2026.
  • Savvy Advisors Inc bought 100 Curtiss-Wright shares in Q2 2026, an estimated $73.3K.
  • Curtiss-Wright made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #790 holding.
  • Savvy Advisors Inc first reported a position in Curtiss-Wright in Q3 2025 and has held it in 4 quarters since.
  • 950 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.