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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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

SHP Wealth Management's CW Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Curtiss-Wright (CW) in Q1 2026: 3 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #1274 among its holdings.

904 funds tracked by Wall St. Rank hold CW as of Q1 2026.

  • SHP Wealth Management held 3 shares of Curtiss-Wright worth $2.04K as of Q1 2026.
  • Curtiss-Wright was a new SHP Wealth Management position in Q1 2026.
  • Curtiss-Wright made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1274 holding.
  • 904 funds tracked by Wall St. Rank held Curtiss-Wright as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.