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Sequoia Financial Advisors’s Curtiss-Wright CW Stock Holding History

Sequoia Financial Advisors’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 		$9.92M Buy
13,097
+1,583
+14% +$1.16M 0.05% 229
2026
Q1 		$7.84M Sell
11,514
-445
-4% -$296K 0.04% 240
2025
Q4 		$6.59M Buy
11,959
+1,330
+13% +$742K 0.04% 270
2025
Q3 		$5.77M Buy
10,629
+675
+7% +$333K 0.04% 279
2025
Q2 		$4.86M Buy
9,954
+999
+11% +$394K 0.03% 283
2025
Q1 		$2.84M Buy
8,955
+460
+5% +$155K 0.02% 371
2024
Q4 		$3.01M Buy
8,495
+329
+4% +$118K 0.03% 326
2024
Q3 		$2.68M Buy
8,166
+1,697
+26% +$502K 0.03% 312
2024
Q2 		$1.75M Buy
6,469
+3,784
+141% +$1.01M 0.02% 361
2024
Q1 		$687K Buy
2,685
+45
+2% +$10.5K 0.01% 586
2023
Q4 		$588K Buy
2,640
+595
+29% +$124K 0.01% 689
2023
Q3 		$400K Buy
2,045
+3
+0.1% +$595 0.01% 581
2023
Q2 		$375K Buy
2,042
+1
+0% +$170 0.01% 610
2023
Q1 		$360K Sell
2,041
-6
-0.3% -$1.02K 0.01% 564
2022
Q4 		$342K Buy
+2,047
New +$341K 0.01% 542

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

Sequoia Financial Advisors's CW Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Curtiss-Wright (CW) stake by 14% in Q2 2026, buying an estimated $1.16M and bringing the position to 13,097 shares worth $9.92M. The position accounts for 0.05% of the portfolio, ranked #229.

Sequoia Financial Advisors first reported a position in CW in Q4 2022 and has held it in 15 quarters since. 943 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • Sequoia Financial Advisors held 13,097 shares of Curtiss-Wright worth $9.92M as of Q2 2026.
  • Sequoia Financial Advisors bought 1,583 Curtiss-Wright shares in Q2 2026, an estimated $1.16M.
  • Curtiss-Wright made up 0.05% of Sequoia Financial Advisors's portfolio in Q2 2026, its #229 holding.
  • Sequoia Financial Advisors first reported a position in Curtiss-Wright in Q4 2022 and has held it in 15 quarters since.
  • 943 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.