SWM
CW icon

SHP Wealth Management’s Curtiss-Wright CW Stock Holding History

SHP Wealth Management’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 		$7.68K Buy
10
+7
+233% +$5.13K ﹤0.01% 1052
2026
Q1 		$2.04K Buy
+3
New +$2K ﹤0.01% 1274

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

SHP Wealth Management's CW Position: Q2 2026 in Review

SHP Wealth Management increased its Curtiss-Wright (CW) stake by 233% in Q2 2026, buying an estimated $5.13K and bringing the position to 10 shares worth $7.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

SHP Wealth Management first reported a position in CW in Q1 2026 and has held it in 2 quarters since. 950 funds tracked by Wall St. Rank hold CW as of Q2 2026.

  • SHP Wealth Management held 10 shares of Curtiss-Wright worth $7.68K as of Q2 2026.
  • SHP Wealth Management bought 7 Curtiss-Wright shares in Q2 2026, an estimated $5.13K.
  • Curtiss-Wright made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1052 holding.
  • SHP Wealth Management first reported a position in Curtiss-Wright in Q1 2026 and has held it in 2 quarters since.
  • 950 funds tracked by Wall St. Rank held Curtiss-Wright as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.